|
1
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$645K
|
+7,662
|
+0.5%
|
|
|
2
|
|
$98.7M
|
+$4.43M
|
+52,594
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$71.2M
|
+$3.31M
|
+39,238
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
+$796K
|
+9,447
|
+2%
|
|
|
5
|
626 Financial
Portage,
Michigan
|
$26.6M
|
+$449K
|
+5,328
|
+2%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$22.8M
|
-$195K
|
-2,311
|
-0.9%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$22M
|
+$1.65M
|
+19,534
|
+8%
|
|
|
8
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$21.6M
|
-$557K
|
-6,615
|
-3%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$21M
|
+$1.26M
|
+14,962
|
+6%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$17M
|
+$2.49M
|
+29,566
|
+17%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$7.92K
|
+94
|
+0%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.1M
|
-$1.34M
|
-15,891
|
-10%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
-$372K
|
-4,421
|
-3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.81M
|
+$408K
|
+4,846
|
+5%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.58M
|
+$1.09M
|
+12,958
|
+15%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.57M
|
+$3.52M
|
+41,802
|
+71%
|
|
|
17
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$8.26M
|
+$137K
|
+1,622
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.74M
|
-$98.9K
|
-1,174
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.37M
|
+$1.35M
|
+16,023
|
+23%
|
|
|
20
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$6.81M
|
-$5.26M
|
-62,437
|
-44%
|
|
|
21
|
FFG Retirement Advisors
Centennial,
Colorado
|
$6.41M
|
-$108K
|
-1,288
|
-2%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$6.22M
|
+$334K
|
+3,970
|
+6%
|
|
|
23
|
|
$5.98M
|
-$476K
|
-5,653
|
-7%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.84M
|
+$301K
|
+3,574
|
+5%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.72M
|
+$360K
|
+4,272
|
+7%
|
|
