|
1
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$576M
|
+$572M
|
+25,522,000
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$2.2M
|
+98,192
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$578K
|
-25,782
|
-3%
|
|
|
4
|
|
$15M
|
-$1.21M
|
-53,774
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$2M
|
+89,009
|
+18%
|
|
|
6
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.7M
|
+$520K
|
+23,171
|
+4%
|
|
|
7
|
Sterling Financial Group
Pasadena,
California
|
$12.4M
|
+$12.3M
|
+548,274
|
New
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.1M
|
-$3.63M
|
-161,877
|
-23%
|
|
|
9
|
Ironwood Financial
Tucson,
Arizona
|
$11M
|
+$737K
|
+32,876
|
+7%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$11M
|
+$3.25M
|
+144,933
|
+42%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.89M
|
+$2.12M
|
+94,678
|
+28%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.99M
|
-$430K
|
-19,194
|
-5%
|
|
|
13
|
SFE Investment Counsel
Los Angeles,
California
|
$6.88M
|
-$10.1K
|
-451
|
-0.1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.44M
|
+$847K
|
+37,762
|
+15%
|
|
|
15
|
Chatham Capital Group
Savannah,
Georgia
|
$5.58M
|
+$1.05M
|
+46,625
|
+23%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$5.28M
|
+$1.27M
|
+56,661
|
+32%
|
|
|
17
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$5.13M
|
+$146K
|
+6,490
|
+3%
|
|
|
18
|
Denver PWM
Denver,
Colorado
|
$4.95M
|
+$140K
|
+6,225
|
+3%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$4.48M
|
+$625K
|
+27,888
|
+16%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.72M
|
-$956K
|
-42,614
|
-21%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$3.72M
|
+$1.14M
|
+50,926
|
+45%
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.62M
|
+$39.6K
|
+1,765
|
+1%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$3.58M
|
-$142K
|
-6,317
|
-4%
|
|
|
24
|
Banta Asset Management
Newport Beach,
California
|
$3.46M
|
+$1.4M
|
+62,375
|
+68%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$3.41M
|
-$44.2K
|
-1,969
|
-1%
|
|
