|
1
|
|
$13.8M
|
-$1.25M
|
-50,660
|
-8%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.3M
|
-$574K
|
-23,186
|
-4%
|
|
|
3
|
|
$11.4M
|
+$9.53M
|
+385,251
|
+525%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$448K
|
+18,099
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.52M
|
+$554K
|
+22,398
|
+7%
|
|
|
6
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.36M
|
+$333K
|
+13,467
|
+6%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.61M
|
-$122K
|
-4,936
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.22M
|
+$72.4K
|
+2,925
|
+1%
|
|
|
9
|
|
$3.71M
|
-$138K
|
-5,565
|
-4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.45M
|
-$570K
|
-23,029
|
-14%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.08M
|
+$115K
|
+4,637
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.06M
|
+$12.6K
|
+508
|
+0.4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3M
|
+$628K
|
+25,378
|
+27%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.86M
|
+$317K
|
+12,827
|
+13%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.84M
|
-$67.2K
|
-2,714
|
-2%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.6M
|
+$191K
|
+7,709
|
+8%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$2.26M
|
+$111K
|
+4,484
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.08M
|
+$17.7K
|
+717
|
+0.9%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.99M
|
–
|
–
|
–
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$1.93M
|
+$99.7K
|
+4,027
|
+5%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.83M
|
-$51.6K
|
-2,087
|
-3%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.73M
|
+$1.72M
|
+69,704
|
New
|
|
|
23
|
Leo Brokerage
Hurst,
Texas
|
$1.58M
|
–
|
–
|
–
|
|
|
24
|
Denver Wealth Management
Denver,
Colorado
|
$1.55M
|
-$19.6K
|
-793
|
-1%
|
|
|
25
|
Mirador Capital Partners
Pleasanton,
California
|
$1.44M
|
+$495K
|
+20,000
|
+53%
|
|
