|
1
|
Cary Street Partners
Richmond,
Virginia
|
$20.1M
|
+$5.49M
|
+101,402
|
+39%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
+$197K
|
+3,636
|
+2%
|
|
|
3
|
Security National Bank
Omaha,
Nebraska
|
$11.9M
|
-$2.46M
|
-45,496
|
-17%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$11.8M
|
+$11.5M
|
+212,735
|
New
|
|
|
5
|
Founders Financial Securities
Towson,
Maryland
|
$10.2M
|
-$47.9K
|
-884
|
-0.5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.19M
|
+$1.15M
|
+21,317
|
+15%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$8.64M
|
+$747K
|
+13,800
|
+10%
|
|
|
8
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.75M
|
-$892K
|
-16,475
|
-11%
|
|
|
9
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5.97M
|
+$173K
|
+3,195
|
+3%
|
|
|
10
|
Independent Wealth Advisors
Cary,
North Carolina
|
$5.13M
|
+$354K
|
+6,534
|
+8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.79M
|
-$361K
|
-6,668
|
-7%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$3.96M
|
+$201K
|
+3,718
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.07M
|
-$13.8M
|
-255,674
|
-82%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.81M
|
+$274K
|
+5,062
|
+11%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.79M
|
-$7.58K
|
-140
|
-0.3%
|
|
|
16
|
|
$2.71M
|
-$425K
|
-7,843
|
-14%
|
|
|
17
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.21M
|
+$658K
|
+12,162
|
+44%
|
|
|
18
|
|
$2.07M
|
+$567K
|
+10,476
|
+39%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
-$331K
|
-6,113
|
-15%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.44M
|
+$1.68K
|
+31
|
+0.1%
|
|
|
21
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.3M
|
-$18.1K
|
-334
|
-1%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.28M
|
-$419K
|
-7,734
|
-25%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.25M
|
-$1.39M
|
-25,604
|
-53%
|
|
|
24
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.2M
|
-$40.5K
|
-748
|
-3%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$857K
|
+$603K
|
+11,143
|
+257%
|
|
