|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$994K
|
+18,680
|
+5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
+$814K
|
+15,302
|
+4%
|
|
|
3
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$15.3M
|
+$1.36M
|
+25,573
|
+9%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$14M
|
+$991K
|
+18,640
|
+7%
|
|
|
5
|
Disciplina Capital Management
Nashville,
Tennessee
|
$9.5M
|
+$1.84M
|
+34,556
|
+22%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.85M
|
+$4.69M
|
+88,265
|
+121%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.38M
|
+$1.76M
|
+33,076
|
+28%
|
|
|
8
|
|
$6.68M
|
+$660K
|
+12,418
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.34M
|
-$547K
|
-10,280
|
-9%
|
|
|
10
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$4.98M
|
-$78.4K
|
-1,474
|
-1%
|
|
|
11
|
Horizons Wealth Management
Asheville,
North Carolina
|
$4.55M
|
+$1.16M
|
+21,727
|
+30%
|
|
|
12
|
WesBanco Bank
Wheeling,
West Virginia
|
$2.96M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$2.85M
|
+$584K
|
+10,984
|
+23%
|
|
|
14
|
Fiducient Advisors
Chicago,
Illinois
|
$1.57M
|
+$1.71M
|
+32,209
|
New
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.39M
|
+$108K
|
+2,027
|
+8%
|
|
|
16
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.09M
|
+$15.1K
|
+284
|
+1%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$954K
|
-$333K
|
-6,263
|
-24%
|
|
|
18
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$870K
|
+$950K
|
+17,853
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$857K
|
+$23.1K
|
+434
|
+3%
|
|
|
20
|
|
$779K
|
+$844K
|
+15,860
|
+13,107%
|
|
|
21
|
Lake Street Private Wealth
Chicago,
Illinois
|
$715K
|
-$3.24K
|
-61
|
-0.4%
|
|
|
22
|
SteelPeak Wealth
Woodland Hills,
California
|
$683K
|
+$745K
|
+14,005
|
New
|
|
|
23
|
Hollencrest Capital Management
Newport Beach,
California
|
$674K
|
+$162K
|
+3,054
|
+28%
|
|
|
24
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$674K
|
+$162K
|
+3,054
|
+28%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$617K
|
+$673K
|
+12,647
|
New
|
|
