|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$262
|
+5
|
+0%
|
|
|
2
|
Security National Bank
Omaha,
Nebraska
|
$14.7M
|
+$14.8M
|
+281,899
|
New
|
|
|
3
|
Cary Street Partners
Richmond,
Virginia
|
$13.8M
|
+$6.56M
|
+125,206
|
+91%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$12.8M
|
-$6.92M
|
-132,173
|
-35%
|
|
|
5
|
Founders Financial Securities
Towson,
Maryland
|
$11.2M
|
+$219K
|
+4,183
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$257K
|
+4,910
|
+3%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$9.8M
|
+$959K
|
+18,324
|
+11%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$6.96M
|
-$30.9K
|
-590
|
-0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.65M
|
+$1.13M
|
+21,503
|
+20%
|
|
|
10
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5.15M
|
+$872K
|
+16,649
|
+20%
|
|
|
11
|
Independent Wealth Advisors
Cary,
North Carolina
|
$4.22M
|
+$4.23M
|
+80,765
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.2M
|
+$130K
|
+2,477
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.06M
|
+$2.84M
|
+54,274
|
+232%
|
|
|
14
|
|
$3.87M
|
+$2.62M
|
+49,986
|
+208%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$3.7M
|
+$3.71M
|
+70,788
|
New
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.75M
|
+$2.75M
|
+52,561
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
+$123K
|
+2,350
|
+7%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.36M
|
–
|
–
|
–
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.32M
|
+$587K
|
+11,219
|
+80%
|
|
|
20
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.23M
|
-$4.66K
|
-89
|
-0.4%
|
|
|
21
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.11M
|
+$1.11M
|
+21,233
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
+$291K
|
+5,559
|
+37%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$816K
|
+$4.14K
|
+79
|
+0.5%
|
|
|
24
|
Tradition Wealth Management
Edina,
Minnesota
|
$627K
|
+$18.4K
|
+352
|
+3%
|
|
|
25
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$547K
|
+$197K
|
+3,767
|
+56%
|
|
