|
1
|
Wells Fargo
San Francisco,
California
|
$18.5M
|
+$3.27M
|
+147,287
|
+21%
|
|
|
2
|
|
$18.2M
|
-$1.31M
|
-59,035
|
-7%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.5M
|
-$303K
|
-13,685
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
-$4.02M
|
-181,239
|
-21%
|
|
|
5
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.5M
|
+$446K
|
+20,125
|
+4%
|
|
|
6
|
Ironwood Financial
Tucson,
Arizona
|
$8.95M
|
-$187K
|
-8,435
|
-2%
|
|
|
7
|
|
$8.86M
|
+$5.83M
|
+262,968
|
+191%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$8.37M
|
-$5.07M
|
-228,830
|
-38%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.75M
|
+$1.76M
|
+79,384
|
+29%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.3M
|
+$1.25M
|
+56,403
|
+21%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$7.05M
|
+$600K
|
+27,078
|
+9%
|
|
|
12
|
SFE Investment Counsel
Los Angeles,
California
|
$6.81M
|
-$1.36M
|
-61,392
|
-17%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.25M
|
+$2.76M
|
+124,385
|
+110%
|
|
|
14
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$4.86M
|
+$717K
|
+32,348
|
+17%
|
|
|
15
|
Denver PWM
Denver,
Colorado
|
$4.43M
|
-$314K
|
-14,150
|
-7%
|
|
|
16
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.93M
|
+$3.95M
|
+177,953
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$3.58M
|
-$574K
|
-25,862
|
-14%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$3.54M
|
+$134K
|
+6,034
|
+4%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$3.03M
|
-$649K
|
-29,267
|
-18%
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$2.98M
|
-$220K
|
-9,930
|
-7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.92M
|
-$110K
|
-4,968
|
-4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.81M
|
+$395K
|
+17,830
|
+16%
|
|
|
23
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.79M
|
-$213K
|
-9,594
|
-7%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.56M
|
+$25.2K
|
+1,138
|
+1%
|
|
|
25
|
WFA of San Diego
San Diego,
California
|
$2.55M
|
-$34.2K
|
-1,544
|
-1%
|
|
