|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$117M
|
+$6.16M
|
+98,408
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$109M
|
-$9.93M
|
-158,781
|
-8%
|
|
|
3
|
|
$105M
|
-$10.1K
|
-162
|
-0%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$100M
|
-$1.74M
|
-27,738
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$83.6M
|
-$13.2M
|
-211,484
|
-14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57.6M
|
-$3.76M
|
-60,042
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
+$1.7M
|
+27,186
|
+3%
|
|
|
8
|
Silver Oak Securities
Jackson,
Tennessee
|
$40.6M
|
+$1.39M
|
+22,254
|
+3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.2M
|
+$14.9M
|
+238,025
|
+63%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.8M
|
+$65.9K
|
+1,054
|
+0.2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.1M
|
-$1.01M
|
-16,160
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
-$8.11M
|
-129,633
|
-22%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.2M
|
-$4.07M
|
-65,076
|
-12%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.3M
|
+$840K
|
+13,434
|
+3%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$24.6M
|
-$3.87M
|
-61,882
|
-13%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$20.9M
|
-$943K
|
-15,074
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.8M
|
-$7.69M
|
-122,942
|
-27%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$16M
|
-$1.06K
|
-17
|
-0%
|
|
|
19
|
Unique Wealth
Clearwater,
Florida
|
$15.8M
|
+$330K
|
+5,271
|
+2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$1.43M
|
+22,816
|
+11%
|
|
|
21
|
Regimen Wealth
Atlanta,
Georgia
|
$13.1M
|
+$471K
|
+7,531
|
+4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
+$900K
|
+14,383
|
+8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$11M
|
-$1.69M
|
-27,094
|
-13%
|
|
|
24
|
Pacific Center for Financial Services
San Ramon,
California
|
$10.5M
|
+$10.8M
|
+173,095
|
New
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$10.5M
|
-$855K
|
-13,660
|
-7%
|
|
