|
1
|
|
$18M
|
+$1.04M
|
+29,944
|
+6%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$14.3M
|
-$4.6M
|
-133,089
|
-25%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13M
|
+$5.71M
|
+165,168
|
+81%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$768K
|
+22,215
|
+7%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$11.3M
|
-$506K
|
-14,640
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$707K
|
+20,439
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.61M
|
+$164K
|
+4,733
|
+2%
|
|
|
8
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.15M
|
-$48.1K
|
-1,392
|
-0.5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.06M
|
+$168K
|
+4,872
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.29M
|
+$884K
|
+25,560
|
+14%
|
|
|
11
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$6.51M
|
+$6.38M
|
+184,410
|
New
|
|
|
12
|
Drake & Associates
Waukesha,
Wisconsin
|
$6.51M
|
+$6.38M
|
+184,410
|
New
|
|
|
13
|
SMI Advisory Services
Columbus,
Indiana
|
$6.3M
|
-$146K
|
-4,212
|
-2%
|
|
|
14
|
Systelligence LLC
Bloomington,
Minnesota
|
$6.06M
|
-$460K
|
-13,302
|
-7%
|
|
|
15
|
Centaurus Financial
Anaheim,
California
|
$6.01M
|
+$5.89M
|
+170,221
|
New
|
|
|
16
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$5.55M
|
+$5.44M
|
+157,245
|
New
|
|
|
17
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$5.28M
|
+$5.17M
|
+149,546
|
New
|
|
|
18
|
Old Port Advisors
Portland,
Maine
|
$4.14M
|
-$91.9K
|
-2,658
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.07M
|
-$651K
|
-18,823
|
-14%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.78M
|
+$3.7M
|
+106,972
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.54M
|
+$2.32M
|
+66,974
|
+201%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.52M
|
+$1.61M
|
+46,553
|
+88%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$3.16M
|
+$2.36M
|
+68,378
|
+322%
|
|
|
24
|
Titleist Asset Management
San Antonio,
Texas
|
$2.98M
|
+$242K
|
+7,001
|
+9%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.89M
|
+$454K
|
+13,140
|
+19%
|
|
