|
1
|
|
$44.8M
|
+$43.4M
|
+1,727,134
|
+2,942%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.2M
|
+$928K
|
+36,921
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.53M
|
-$1.21M
|
-48,114
|
-11%
|
|
|
4
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.98M
|
+$410K
|
+16,314
|
+6%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.71M
|
+$68.4K
|
+2,723
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.6M
|
-$587K
|
-23,348
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.98M
|
-$502K
|
-19,957
|
-9%
|
|
|
8
|
Paradiem
Covington,
Louisiana
|
$4.5M
|
–
|
–
|
–
|
|
|
9
|
|
$3.85M
|
+$1.18M
|
+46,766
|
+44%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$3.55M
|
+$155K
|
+6,157
|
+5%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.39M
|
+$3.39M
|
+135,055
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.99M
|
+$271K
|
+10,799
|
+10%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.86M
|
+$417K
|
+16,590
|
+17%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.77M
|
+$221K
|
+8,796
|
+9%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
-$50.6K
|
-2,012
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
-$60.9K
|
-2,425
|
-2%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2M
|
+$2M
|
+79,491
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.57M
|
-$21.2K
|
-844
|
-1%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$1.57M
|
+$1.57M
|
+62,514
|
New
|
|
|
20
|
Delta Investment Management
San Francisco,
California
|
$1.52M
|
-$104K
|
-4,121
|
-6%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
–
|
–
|
–
|
|
|
22
|
|
$1.47M
|
-$884K
|
-35,157
|
-37%
|
|
|
23
|
Mirador Capital Partners
Pleasanton,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$137K
|
+5,442
|
+13%
|
|
|
25
|
Denver Wealth Management
Denver,
Colorado
|
$1.19M
|
-$151K
|
-6,004
|
-11%
|
|
