|
1
|
|
$15.3M
|
+$2.9M
|
+44,201
|
+23%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.42M
|
+$3.48M
|
+53,086
|
+68%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.42M
|
+$998K
|
+15,217
|
+15%
|
|
|
4
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.85M
|
-$140K
|
-2,130
|
-2%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.06M
|
+$5.18M
|
+79,045
|
New
|
|
|
6
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$5.05M
|
+$5.18M
|
+78,933
|
New
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.39M
|
+$4.49M
|
+68,512
|
New
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$3.74M
|
+$102K
|
+1,557
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.34M
|
+$226K
|
+3,442
|
+7%
|
|
|
10
|
Equitable Holdings
New York
|
$3.27M
|
-$919K
|
-14,010
|
-22%
|
|
|
11
|
|
$2.77M
|
+$2.41M
|
+36,694
|
+560%
|
|
|
12
|
|
$2.23M
|
+$1.01M
|
+15,459
|
+80%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.54M
|
-$320K
|
-4,880
|
-17%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.06M
|
+$302K
|
+4,603
|
+38%
|
|
|
15
|
Oppenheimer & Co
New York
|
$889K
|
–
|
–
|
–
|
|
|
16
|
Rockefeller Capital Management
New York
|
$876K
|
+$98.8K
|
+1,507
|
+12%
|
|
|
17
|
Howard Capital Management
Roswell,
Georgia
|
$811K
|
+$39.2K
|
+598
|
+5%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$714K
|
+$2.69K
|
+41
|
+0.4%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$701K
|
+$5.51K
|
+84
|
+0.8%
|
|
|
20
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$666K
|
+$65K
|
+991
|
+11%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$619K
|
+$299K
|
+4,559
|
+89%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$587K
|
+$183K
|
+2,792
|
+44%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$555K
|
+$12.5K
|
+190
|
+2%
|
|
|
24
|
KKM Financial
Chicago,
Illinois
|
$547K
|
-$66
|
-1
|
-0%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$508K
|
+$520K
|
+7,925
|
New
|
|
