|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.9M
|
+$1.39M
|
+75,723
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.36M
|
+$3.66M
|
+198,709
|
+75%
|
|
|
3
|
Brookwood Investment Group
Phoenix,
Arizona
|
$7.12M
|
+$8.23M
|
+447,056
|
New
|
|
|
4
|
Fred Alger Management
New York
|
$4.54M
|
-$95.6K
|
-5,193
|
-2%
|
|
|
5
|
Prosperity Financial Group
San Ramon,
California
|
$4.27M
|
+$2.36M
|
+128,452
|
+92%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$3.63M
|
+$4.2M
|
+228,254
|
New
|
|
|
7
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.23M
|
-$412K
|
-22,369
|
-14%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
-$240K
|
-13,036
|
-10%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
-$921K
|
-50,080
|
-35%
|
|
|
10
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.28M
|
+$184K
|
+10,020
|
+14%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.18M
|
-$43.8K
|
-2,381
|
-3%
|
|
|
12
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$865K
|
+$273K
|
+14,853
|
+38%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$629K
|
+$727K
|
+39,528
|
New
|
|
|
14
|
Independent Wealth Network
Urbandale,
Iowa
|
$546K
|
+$52.6K
|
+2,859
|
+9%
|
|
|
15
|
&Partners
Nashville,
Tennessee
|
$544K
|
+$629K
|
+34,187
|
New
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$339K
|
+$5.3K
|
+288
|
+1%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$339K
|
+$5.3K
|
+288
|
+1%
|
|
|
18
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$326K
|
+$71.3K
|
+3,874
|
+23%
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$303K
|
+$39.6K
|
+2,150
|
+13%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$266K
|
+$215K
|
+11,688
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$253K
|
-$52.1K
|
-2,829
|
-15%
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$159K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$55K
|
+$63.7K
|
+3,463
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$7.75K
|
-$27.5K
|
-1,492
|
-75%
|
|
|
25
|
|
$6.23K
|
+$7.2K
|
+391
|
New
|
|
