|
1
|
|
$60.2M
|
+$10.8M
|
+476,052
|
+22%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
+$310K
|
+13,714
|
+0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$24.7M
|
+$4.09M
|
+180,865
|
+20%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
+$740K
|
+32,676
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
+$245K
|
+10,813
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
-$803K
|
-35,494
|
-5%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$13.9M
|
-$136K
|
-6,012
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$18.4K
|
+811
|
+0.2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
-$1.14M
|
-50,170
|
-9%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.5M
|
+$1.48M
|
+65,598
|
+17%
|
|
|
11
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$9.12M
|
-$319K
|
-14,080
|
-3%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.2M
|
+$735K
|
+32,466
|
+10%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$8.12M
|
+$7.68M
|
+339,537
|
+2,217%
|
|
|
14
|
Bank of New York Mellon
New York
|
$6.28M
|
+$226K
|
+10,000
|
+4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.75M
|
+$765K
|
+33,820
|
+26%
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.23M
|
+$97.4K
|
+4,302
|
+3%
|
|
|
17
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$2.65M
|
+$2.62M
|
+115,751
|
New
|
|
|
18
|
|
$2.52M
|
+$147K
|
+6,506
|
+6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.46M
|
-$3.03M
|
-133,767
|
-55%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$2.45M
|
+$693K
|
+30,622
|
+40%
|
|
|
21
|
Midwest Financial Group
Overland Park,
Kansas
|
$2.07M
|
+$23.9K
|
+1,057
|
+1%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.96M
|
-$4.75K
|
-210
|
-0.2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.67M
|
-$119K
|
-5,244
|
-7%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$1.64M
|
-$5.72M
|
-252,702
|
-78%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.55M
|
-$708K
|
-31,300
|
-32%
|
|
