|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.5M
|
+$3.37M
|
+73,121
|
+5%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$49.4M
|
+$6.77M
|
+146,757
|
+16%
|
|
|
3
|
|
$49.1M
|
+$14.1M
|
+304,794
|
+40%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$29.9M
|
+$12.5M
|
+271,162
|
+73%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$718K
|
+15,574
|
+5%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.86M
|
-$2.11M
|
-45,718
|
-19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.72M
|
+$754K
|
+16,343
|
+10%
|
|
|
8
|
Perryman Financial Advisory
Dallas,
Texas
|
$5.61M
|
+$5.57M
|
+120,860
|
New
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.12M
|
-$326K
|
-7,059
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.56M
|
-$21.4K
|
-464
|
-0.5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.62M
|
+$54.9K
|
+1,191
|
+2%
|
|
|
12
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$3.17M
|
+$3.15M
|
+68,323
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.58M
|
+$92K
|
+1,994
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
+$255K
|
+5,530
|
+12%
|
|
|
15
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$2.4M
|
+$2.39M
|
+51,760
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.31M
|
+$188K
|
+4,077
|
+9%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.24M
|
-$9.13K
|
-198
|
-0.4%
|
|
|
18
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.18M
|
-$24.8K
|
-538
|
-1%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$2.13M
|
+$812K
|
+17,615
|
+62%
|
|
|
20
|
Sherry Group
Mountain Home,
Arkansas
|
$1.71M
|
+$1.68M
|
+36,521
|
New
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.52M
|
+$570K
|
+12,353
|
+61%
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.39M
|
-$32.3K
|
-700
|
-2%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$1.31M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
-$2.26K
|
-49
|
-0.2%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.14M
|
-$25.6K
|
-554
|
-2%
|
|
