|
1
|
|
$28.6M
|
+$1.25M
|
+47,095
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
+$3.52M
|
+133,074
|
+17%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$22.1M
|
+$955K
|
+36,133
|
+4%
|
|
|
4
|
|
$22M
|
+$1.42M
|
+53,835
|
+7%
|
|
|
5
|
Capital Advantage
Walnut Creek,
California
|
$20.7M
|
+$143K
|
+5,399
|
+0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
+$20.1M
|
+761,870
|
New
|
|
|
7
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$19.6M
|
+$19.8M
|
+748,651
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19M
|
+$50.2K
|
+1,897
|
+0.3%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$18.4M
|
+$3.23M
|
+122,179
|
+21%
|
|
|
10
|
GM Advisory Group
Melville,
New York
|
$14.6M
|
+$2.33M
|
+88,204
|
+18%
|
|
|
11
|
Synovus Financial
Columbus,
Georgia
|
$13.8M
|
+$14.1M
|
+535,020
|
New
|
|
|
12
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$13M
|
+$13.3M
|
+503,923
|
New
|
|
|
13
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$10.8M
|
+$11M
|
+417,652
|
New
|
|
|
14
|
WBI Investments
Red Bank,
New Jersey
|
$7.9M
|
+$976K
|
+36,930
|
+14%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.39M
|
-$1.7M
|
-64,232
|
-18%
|
|
|
16
|
Summit Asset Management
Memphis,
Tennessee
|
$5.76M
|
+$1.08M
|
+40,820
|
+22%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.51M
|
+$353K
|
+13,364
|
+7%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$5.46M
|
+$3.7M
|
+140,112
|
+198%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.3M
|
+$3.65M
|
+138,087
|
+207%
|
|
|
20
|
Atwood & Palmer
Kansas City,
Missouri
|
$5.14M
|
-$112K
|
-4,250
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.67M
|
-$104K
|
-3,943
|
-2%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$3.83M
|
-$71.3K
|
-2,698
|
-2%
|
|
|
23
|
Ironwood Financial
Tucson,
Arizona
|
$3.68M
|
+$3.75M
|
+141,791
|
New
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.62M
|
-$156K
|
-5,897
|
-6%
|
|
|
25
|
Confluence Wealth Management
Portland,
Oregon
|
$2.61M
|
+$218K
|
+8,259
|
+9%
|
|
