|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
+$501K
|
+9,332
|
+3%
|
|
|
2
|
Cary Street Partners
Richmond,
Virginia
|
$13.7M
|
-$107K
|
-1,990
|
-0.8%
|
|
|
3
|
Security National Bank
Omaha,
Nebraska
|
$13.7M
|
-$1.17M
|
-21,884
|
-8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$778K
|
+14,495
|
+7%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
+$1.06M
|
+19,795
|
+11%
|
|
|
6
|
Founders Financial Securities
Towson,
Maryland
|
$10M
|
-$1.52M
|
-28,333
|
-13%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.23M
|
-$4.73M
|
-88,200
|
-36%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.61M
|
+$932K
|
+17,368
|
+14%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$7.48M
|
+$484K
|
+9,031
|
+7%
|
|
|
10
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5.5M
|
+$314K
|
+5,861
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.9M
|
+$834K
|
+15,541
|
+20%
|
|
|
12
|
Independent Wealth Advisors
Cary,
North Carolina
|
$4.53M
|
+$289K
|
+5,393
|
+7%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$3.58M
|
-$163K
|
-3,034
|
-4%
|
|
|
14
|
|
$2.99M
|
-$926K
|
-17,266
|
-23%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.66M
|
-$110K
|
-2,044
|
-4%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.53M
|
+$2.58M
|
+48,135
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.41M
|
-$1.86M
|
-34,649
|
-43%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.13M
|
+$124K
|
+2,304
|
+6%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.62M
|
+$553K
|
+10,305
|
+50%
|
|
|
20
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.46M
|
+$351K
|
+6,539
|
+31%
|
|
|
21
|
|
$1.39M
|
+$898K
|
+16,743
|
+163%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.37M
|
-$2.04K
|
-38
|
-0.1%
|
|
|
23
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.26M
|
+$19.5K
|
+364
|
+2%
|
|
|
24
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.18M
|
-$149K
|
-2,778
|
-11%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$821K
|
–
|
–
|
–
|
|
