|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68.7M
|
+$7.72M
|
+165,191
|
+13%
|
|
|
2
|
|
$53.3M
|
-$7.06M
|
-151,164
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$42.8M
|
-$2.84M
|
-60,878
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$38.7M
|
+$2.63M
|
+56,275
|
+7%
|
|
|
5
|
|
$18.6M
|
+$666K
|
+14,264
|
+4%
|
|
|
6
|
Meeder Advisory Services
Dublin,
Ohio
|
$18.5M
|
+$13.1M
|
+279,716
|
+241%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
-$15M
|
-321,733
|
-45%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$1.37M
|
-29,398
|
-7%
|
|
|
9
|
Principle Wealth Partners
Madison,
Connecticut
|
$13.8M
|
-$1M
|
-21,499
|
-7%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.7M
|
+$1.54M
|
+32,887
|
+14%
|
|
|
11
|
SlateStone Wealth
Jupiter,
Florida
|
$12M
|
+$1.16M
|
+24,795
|
+11%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
-$242K
|
-5,178
|
-2%
|
|
|
13
|
Ocean Park Asset Management
Santa Monica,
California
|
$9.97M
|
–
|
–
|
–
|
|
|
14
|
Manhattan West Asset Management
Los Angeles,
California
|
$9.62M
|
+$606K
|
+12,973
|
+7%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.47M
|
-$53.3K
|
-1,141
|
-0.6%
|
|
|
16
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.5M
|
-$3.23M
|
-69,087
|
-28%
|
|
|
17
|
EnRich Financial Partners
Madison,
Wisconsin
|
$7.85M
|
+$128K
|
+2,735
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.78M
|
+$1.26M
|
+27,081
|
+19%
|
|
|
19
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$6.4M
|
-$423K
|
-9,050
|
-6%
|
|
|
20
|
|
$6.12M
|
+$5.5M
|
+117,782
|
+889%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.9M
|
+$990K
|
+21,189
|
+20%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$5.82M
|
-$82.3K
|
-1,762
|
-1%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$4.75M
|
+$66K
|
+1,414
|
+1%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.46M
|
+$804K
|
+17,218
|
+22%
|
|
|
25
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.45M
|
–
|
–
|
–
|
|
