|
1
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$30M
|
+$859K
|
+37,050
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$4.41M
|
-190,153
|
-28%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
+$189K
|
+8,168
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
+$60.7K
|
+2,615
|
+0.6%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$7.61M
|
-$3.5M
|
-151,055
|
-32%
|
|
|
6
|
|
$6.57M
|
-$576K
|
-24,817
|
-8%
|
|
|
7
|
PFG Private Wealth Management
Lutz,
Florida
|
$6.37M
|
+$197K
|
+8,489
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.27M
|
-$12.2M
|
-525,107
|
-66%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$5.32M
|
-$985K
|
-42,450
|
-16%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.72M
|
-$1.04M
|
-44,800
|
-22%
|
|
|
11
|
Carr Financial Group
Worcester,
Massachusetts
|
$3.37M
|
-$2.76M
|
-119,139
|
-45%
|
|
|
12
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$2.99M
|
+$1.43M
|
+61,698
|
+92%
|
|
|
13
|
Tempus Wealth Planning
Irvine,
California
|
$2.94M
|
+$2.93M
|
+126,350
|
New
|
|
|
14
|
Arrow Financial
Glens Falls,
New York
|
$2.9M
|
-$1.84M
|
-79,134
|
-39%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.8M
|
-$56.6K
|
-2,442
|
-2%
|
|
|
16
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.8M
|
+$2.78M
|
+120,020
|
New
|
|
|
17
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$2.55M
|
-$38K
|
-1,639
|
-1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.5M
|
-$7.66M
|
-330,127
|
-75%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.47M
|
+$245K
|
+10,563
|
+11%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.41M
|
+$62.5K
|
+2,696
|
+3%
|
|
|
21
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.4M
|
-$57.4K
|
-2,475
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.36M
|
-$2.33M
|
-100,642
|
-50%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.33M
|
+$101K
|
+4,358
|
+5%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$2.25M
|
+$32.3K
|
+1,394
|
+1%
|
|
|
25
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.12M
|
-$448K
|
-19,324
|
-18%
|
|
