|
1
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$29.1M
|
-$848K
|
-36,518
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$3.06M
|
-131,986
|
-14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$6.73M
|
+289,827
|
+75%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$15.4M
|
+$996K
|
+42,909
|
+7%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$11.1M
|
+$79.4K
|
+3,420
|
+0.7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$3.08M
|
-132,550
|
-22%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$549K
|
+23,654
|
+5%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
-$674K
|
-29,044
|
-6%
|
|
|
9
|
|
$7.13M
|
-$565K
|
-24,336
|
-7%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$6.29M
|
-$39K
|
-1,680
|
-0.6%
|
|
|
11
|
PFG Private Wealth Management
Lutz,
Florida
|
$6.16M
|
+$337K
|
+14,523
|
+6%
|
|
|
12
|
Carr Financial Group
Worcester,
Massachusetts
|
$6.13M
|
+$2.58M
|
+111,096
|
+73%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.8M
|
+$290K
|
+12,484
|
+6%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.75M
|
+$543K
|
+23,401
|
+13%
|
|
|
15
|
Arrow Financial
Glens Falls,
New York
|
$4.73M
|
-$17.7M
|
-763,900
|
-79%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.7M
|
-$318K
|
-13,678
|
-6%
|
|
|
17
|
|
$4.42M
|
-$4.47M
|
-192,680
|
-50%
|
|
|
18
|
Ocean Park Asset Management
Santa Monica,
California
|
$3.95M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.09M
|
-$43.2K
|
-1,860
|
-1%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.85M
|
+$242K
|
+10,420
|
+9%
|
|
|
21
|
|
$2.63M
|
+$2.63M
|
+113,155
|
New
|
|
|
22
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$2.58M
|
+$206K
|
+8,884
|
+9%
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.56M
|
-$93.4K
|
-4,025
|
-4%
|
|
|
24
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.45M
|
-$11.6K
|
-500
|
-0.5%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$2.43M
|
-$12.1M
|
-521,680
|
-83%
|
|
