|
1
|
Bank of America
Charlotte,
North Carolina
|
$5789万
|
-$417万
|
-94,275
|
-7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1943万
|
-$5,043
|
-114
|
-0%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1695万
|
+$391万
|
+88,361
|
+32%
|
|
|
4
|
|
$1631万
|
-$29.2万
|
-6,595
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1554万
|
+$100万
|
+22,518
|
+7%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1545万
|
-$25.8万
|
-5,822
|
-2%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1537万
|
+$11.4万
|
+2,579
|
+0.8%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$1476万
|
-$53.3万
|
-12,042
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1090万
|
+$43.2万
|
+9,766
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$866万
|
+$65.7万
|
+14,856
|
+9%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$694万
|
+$28.8万
|
+6,521
|
+5%
|
|
|
12
|
Steele Capital Management
Dubuque,
Iowa
|
$679万
|
-$18.4万
|
-4,153
|
-3%
|
|
|
13
|
Matrix Trust Company
Denver,
Colorado
|
$678万
|
-$17.9万
|
-4,056
|
-3%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$490万
|
-$10.3万
|
-2,339
|
-2%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$420万
|
+$54.2万
|
+12,242
|
+16%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$380万
|
-$14.8万
|
-3,341
|
-4%
|
|
|
17
|
Black Diamond Financial
Towson,
Maryland
|
$373万
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$373万
|
-$10.4万
|
-2,358
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$353万
|
+$18.9万
|
+4,276
|
+6%
|
|
|
20
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$328万
|
+$21.3万
|
+4,823
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$310万
|
-$2.24万
|
-506
|
-0.8%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$307万
|
+$11.5万
|
+2,608
|
+4%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$305万
|
+$13万
|
+2,928
|
+5%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$297万
|
+$8.19万
|
+1,851
|
+3%
|
|
|
25
|
Members Advisory Group
Williamsville,
New York
|
$285万
|
+$8.1万
|
+1,832
|
+3%
|
|
