|
1
|
Wells Fargo
San Francisco,
California
|
$39.2M
|
-$1.6M
|
-68,490
|
-4%
|
|
|
2
|
Advisors Management Group
La Crosse,
Wisconsin
|
$34.5M
|
-$30K
|
-1,286
|
-0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$29.1M
|
-$1.77M
|
-75,721
|
-6%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$28.3M
|
+$141K
|
+6,035
|
+0.5%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.1M
|
–
|
–
|
–
|
|
|
6
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$17M
|
+$6.69M
|
+286,665
|
+65%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.8M
|
+$1.85M
|
+79,344
|
+13%
|
|
|
8
|
|
$14.7M
|
-$2.55M
|
-109,115
|
-15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$317K
|
+13,590
|
+2%
|
|
|
10
|
IMA Advisory Services
Denver,
Colorado
|
$11.9M
|
+$1.17M
|
+50,188
|
+11%
|
|
|
11
|
Mirador Capital Partners
Pleasanton,
California
|
$11.9M
|
-$361K
|
-15,469
|
-3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$309K
|
-13,261
|
-3%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$10.4M
|
-$202K
|
-8,670
|
-2%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$9.83M
|
+$210K
|
+9,012
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.73M
|
-$1.11M
|
-47,586
|
-10%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.64M
|
+$2.19M
|
+93,705
|
+29%
|
|
|
17
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$9.44M
|
+$397K
|
+17,001
|
+4%
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$9.35M
|
+$1.32M
|
+56,573
|
+16%
|
|
|
19
|
Collective Family Office
York,
Pennsylvania
|
$9.05M
|
+$3.3M
|
+141,593
|
+58%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$8.75M
|
+$297K
|
+12,743
|
+4%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$7.97M
|
-$581K
|
-24,891
|
-7%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$7.95M
|
+$6.37M
|
+273,187
|
+406%
|
|
|
23
|
Gill Capital Partners
Denver,
Colorado
|
$7.59M
|
+$2.94M
|
+126,053
|
+63%
|
|
|
24
|
AJ Wealth Strategies
New York
|
$7.59M
|
+$1.69M
|
+72,325
|
+29%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.51M
|
+$59.4K
|
+2,546
|
+0.8%
|
|
