|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.2M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.58M
|
+$4.29M
|
+99,284
|
+113%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$4.23M
|
-$63.5K
|
-1,470
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.72M
|
+$1.92M
|
+44,416
|
+121%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
+$2.2M
|
+50,842
|
+187%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.16M
|
-$677K
|
-15,679
|
-19%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.53M
|
+$1.31M
|
+30,427
|
+123%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.26M
|
+$385K
|
+8,920
|
+22%
|
|
|
9
|
Strategic Wealth Management
Kirkland,
Washington
|
$2.09M
|
–
|
–
|
–
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.71M
|
-$39.1K
|
-906
|
-2%
|
|
|
11
|
|
$1.55M
|
+$1.46M
|
+33,816
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
-$17.7K
|
-411
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
+$84K
|
+1,945
|
+9%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$970K
|
-$8.42K
|
-195
|
-0.9%
|
|
|
15
|
Scotia Capital
Toronto,
Ontario, Canada
|
$855K
|
+$27.8K
|
+644
|
+4%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$781K
|
+$48.6K
|
+1,125
|
+7%
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$717K
|
+$674K
|
+15,613
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$541K
|
+$498K
|
+11,527
|
New
|
|
|
19
|
HUB Investment Partners
Austin,
Texas
|
$500K
|
+$554K
|
+12,838
|
New
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$498K
|
-$13K
|
-300
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$472K
|
+$86.7K
|
+2,009
|
+24%
|
|
|
22
|
IHT Wealth Management
Chicago,
Illinois
|
$421K
|
-$4.62K
|
-107
|
-1%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$368K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$359K
|
–
|
–
|
–
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$329K
|
+$309K
|
+7,166
|
New
|
|
