|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$23.9M
|
+$15.1M
|
+531,550
|
+166%
|
|
|
2
|
|
$15.4M
|
-$2.44M
|
-85,804
|
-14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$121K
|
+4,259
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.59M
|
+$311K
|
+10,904
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.1M
|
+$27.3K
|
+960
|
+0.3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.57M
|
-$15.5K
|
-545
|
-0.4%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.92M
|
+$70.5K
|
+2,474
|
+2%
|
|
|
8
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.88M
|
-$159K
|
-5,582
|
-8%
|
|
|
9
|
Rockland Trust
Hanover,
Massachusetts
|
$1.76M
|
-$22.5K
|
-789
|
-1%
|
|
|
10
|
Wambolt & Associates
Littleton,
Colorado
|
$1.48M
|
-$111K
|
-3,893
|
-7%
|
|
|
11
|
|
$1.12M
|
+$77.5K
|
+2,720
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
-$4.73K
|
-166
|
-0.4%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$967K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$716K
|
-$26.6K
|
-932
|
-4%
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$606K
|
+$329K
|
+11,562
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$457K
|
-$48.5K
|
-1,704
|
-9%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$390K
|
+$627
|
+22
|
+0.2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$387K
|
-$56.4K
|
-1,978
|
-13%
|
|
|
19
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$367K
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$285K
|
+$2.25K
|
+79
|
+0.8%
|
|
|
21
|
Baystate Wealth Management
Boston,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$228K
|
+$231K
|
+8,114
|
New
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$215K
|
+$219K
|
+7,672
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$211K
|
+$214K
|
+7,516
|
New
|
|
