|
1
|
Bank of America
Charlotte,
North Carolina
|
$73.1M
|
+$1.41M
|
+28,262
|
+2%
|
|
|
2
|
|
$42.6M
|
+$2.08M
|
+41,820
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$40.3M
|
-$3.58M
|
-71,861
|
-8%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$20.6M
|
-$2.51M
|
-50,518
|
-11%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.07M
|
+$7.79M
|
+156,459
|
New
|
|
|
6
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$7.62M
|
-$87.1K
|
-1,750
|
-1%
|
|
|
7
|
Freedom Day Solutions
Houston,
Texas
|
$7.2M
|
+$2.86M
|
+57,434
|
+70%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.48M
|
-$154K
|
-3,096
|
-2%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$6.18M
|
-$212K
|
-4,260
|
-3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$5.41M
|
+$214K
|
+4,298
|
+4%
|
|
|
11
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.11M
|
+$163K
|
+3,279
|
+3%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.84M
|
+$1.87M
|
+37,607
|
+67%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$234K
|
+4,710
|
+5%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.55M
|
+$252K
|
+5,057
|
+6%
|
|
|
15
|
American Alpha Advisors
New York
|
$4.53M
|
-$386K
|
-7,753
|
-8%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$4.43M
|
-$126K
|
-2,531
|
-3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.14M
|
-$1.62M
|
-32,621
|
-29%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.08M
|
-$91K
|
-1,828
|
-2%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$3.85M
|
-$160K
|
-3,218
|
-4%
|
|
|
20
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.83M
|
+$74.1K
|
+1,488
|
+2%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$3.71M
|
-$32.4K
|
-650
|
-0.9%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.54M
|
+$56.5K
|
+1,136
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.43M
|
+$545K
|
+10,947
|
+20%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.18M
|
+$390K
|
+7,832
|
+15%
|
|
|
25
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$3.02M
|
-$106K
|
-2,123
|
-3%
|
|
