|
1
|
LPL Financial
San Diego,
California
|
$8.06M
|
+$132K
|
+5,249
|
+2%
|
|
|
2
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.13M
|
-$560K
|
-22,330
|
-8%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.54M
|
-$32.8K
|
-1,308
|
-0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.22M
|
+$423K
|
+16,854
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.92M
|
-$61.5K
|
-2,450
|
-1%
|
|
|
6
|
|
$4.89M
|
-$12.3M
|
-490,201
|
-72%
|
|
|
7
|
Paradiem
Covington,
Louisiana
|
$4.49M
|
–
|
–
|
–
|
|
|
8
|
|
$4.25M
|
+$563K
|
+22,424
|
+15%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$3.51M
|
-$62.4K
|
-2,487
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.72M
|
+$93.3K
|
+3,718
|
+4%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.69M
|
-$47.1K
|
-1,878
|
-2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.64M
|
-$52.4K
|
-2,088
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
-$205K
|
-8,190
|
-9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
-$212K
|
-8,461
|
-10%
|
|
|
15
|
Mirador Capital Partners
Pleasanton,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.52M
|
-$438K
|
-17,458
|
-22%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.45M
|
-$89.4K
|
-3,564
|
-6%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$1.38M
|
-$308K
|
-12,273
|
-18%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
+$534K
|
+21,269
|
+68%
|
|
|
20
|
Astoria Portfolio Advisors
New York
|
$1.27M
|
+$195K
|
+7,783
|
+18%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.12M
|
-$7.54M
|
-300,507
|
-87%
|
|
|
22
|
Denver Wealth Management
Denver,
Colorado
|
$1.11M
|
-$44.4K
|
-1,771
|
-4%
|
|
|
23
|
|
$1.03M
|
-$465K
|
-18,540
|
-31%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$913K
|
+$2.46K
|
+98
|
+0.3%
|
|
|
25
|
Farmers National Bank
Danville,
Kentucky
|
$874K
|
–
|
–
|
–
|
|
