|
1
|
|
$39.7M
|
+$465K
|
+11,897
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
+$2.13M
|
+54,569
|
+6%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$31M
|
+$191K
|
+4,896
|
+0.6%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.7M
|
-$248K
|
-6,360
|
-0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$1.56M
|
+39,846
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$26.9M
|
-$1.95M
|
-50,056
|
-7%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$26.6M
|
-$437K
|
-11,194
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
-$6.37M
|
-163,144
|
-22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
+$597K
|
+15,292
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
+$663K
|
+16,987
|
+4%
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$16.8M
|
-$380K
|
-9,742
|
-2%
|
|
|
12
|
360 Financial
Wayzata,
Minnesota
|
$16.5M
|
+$261K
|
+6,683
|
+2%
|
|
|
13
|
Equitable Holdings
New York
|
$10.6M
|
-$637K
|
-16,307
|
-6%
|
|
|
14
|
BIP Wealth
Atlanta,
Georgia
|
$9.66M
|
+$648K
|
+16,604
|
+7%
|
|
|
15
|
|
$9.04M
|
+$6.05M
|
+154,971
|
+208%
|
|
|
16
|
|
$8.48M
|
+$1.07M
|
+27,304
|
+15%
|
|
|
17
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$8.32M
|
+$983K
|
+25,174
|
+14%
|
|
|
18
|
CEDRUS
Littleton,
Colorado
|
$8.01M
|
+$706K
|
+18,070
|
+10%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.3M
|
+$11.2K
|
+287
|
+0.2%
|
|
|
20
|
Cyr Financial
Hennepin,
Illinois
|
$6.54M
|
+$177K
|
+4,545
|
+3%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.57M
|
-$112K
|
-2,872
|
-2%
|
|
|
22
|
Legacy Financial Advisors
Covington,
Kentucky
|
$5.13M
|
-$13.7M
|
-351,266
|
-73%
|
|
|
23
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$4.7M
|
-$120K
|
-3,077
|
-3%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$4.66M
|
+$41.4K
|
+1,059
|
+0.9%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.8M
|
+$130K
|
+3,330
|
+4%
|
|
