|
1
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$611K
|
+24,712
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$1.76M
|
+71,233
|
+21%
|
|
|
3
|
|
$9.34M
|
-$4.45M
|
-179,826
|
-32%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.42M
|
+$845K
|
+34,200
|
+15%
|
|
|
5
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.35M
|
+$24.6K
|
+995
|
+0.4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.83M
|
+$2.99M
|
+121,096
|
+105%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$5.75M
|
+$5.11M
|
+206,629
|
+770%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.4M
|
+$206K
|
+8,318
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.64M
|
+$1.6M
|
+64,602
|
+52%
|
|
|
10
|
|
$4.12M
|
+$434K
|
+17,556
|
+12%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.43M
|
+$372K
|
+15,028
|
+12%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.21M
|
-$223K
|
-9,035
|
-6%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.05M
|
+$70.6K
|
+2,855
|
+2%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.77M
|
-$53.5K
|
-2,164
|
-2%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$2.65M
|
+$63.9K
|
+2,585
|
+2%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.54M
|
-$9.76M
|
-394,705
|
-79%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$2.36M
|
+$110K
|
+4,462
|
+5%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$1.93M
|
+$5.19K
|
+210
|
+0.3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.88M
|
-$191K
|
-7,724
|
-9%
|
|
|
20
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.71M
|
-$106K
|
-4,298
|
-6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
+$740K
|
+29,949
|
+89%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.5M
|
+$271K
|
+10,950
|
+22%
|
|
|
23
|
Farmers National Bank
Danville,
Kentucky
|
$1.43M
|
+$92.9K
|
+3,759
|
+7%
|
|
|
24
|
Mirador Capital Partners
Pleasanton,
California
|
$1.43M
|
–
|
–
|
–
|
|
|
25
|
Astoria Portfolio Advisors
New York
|
$1.4M
|
+$157K
|
+6,336
|
+13%
|
|
