|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.4M
|
+$7.69M
|
+270,731
|
+87%
|
|
|
2
|
Del-Sette Capital Management
Schenectady,
New York
|
$16.1M
|
+$6.81M
|
+239,674
|
+72%
|
|
|
3
|
|
$11.9M
|
+$225K
|
+7,920
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
+$1.43M
|
+50,365
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$2.03M
|
+71,385
|
+22%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.74M
|
-$42.3K
|
-1,488
|
-0.9%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$4.25M
|
+$1.28M
|
+45,174
|
+43%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.66M
|
+$50.3K
|
+1,770
|
+1%
|
|
|
9
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.63M
|
-$184K
|
-6,496
|
-10%
|
|
|
10
|
|
$1.31M
|
-$554K
|
-19,492
|
-30%
|
|
|
11
|
Hilltop Holdings
Dallas,
Texas
|
$1.23M
|
+$1.24M
|
+43,592
|
New
|
|
|
12
|
Wambolt & Associates
Littleton,
Colorado
|
$1.13M
|
-$69.1K
|
-2,432
|
-6%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$970K
|
+$7.36K
|
+259
|
+0.8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$958K
|
+$7.21K
|
+254
|
+0.8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$876K
|
+$182K
|
+6,419
|
+26%
|
|
|
16
|
Rockland Trust
Hanover,
Massachusetts
|
$863K
|
-$293K
|
-10,317
|
-25%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$750K
|
+$113K
|
+3,986
|
+18%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$700K
|
+$706K
|
+24,858
|
New
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$571K
|
+$176K
|
+6,211
|
+44%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$462K
|
+$35K
|
+1,231
|
+8%
|
|
|
21
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$368K
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$288K
|
+$291K
|
+10,237
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$279K
|
+$22.6K
|
+795
|
+9%
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$239K
|
-$7.55K
|
-266
|
-3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$231K
|
+$13.9K
|
+491
|
+6%
|
|
