|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$23.2M
|
+$9.89M
|
+363,908
|
+77%
|
|
|
2
|
|
$19.8M
|
+$7.43M
|
+273,357
|
+62%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
-$783K
|
-28,812
|
-4%
|
|
|
4
|
Del-Sette Capital Management
Schenectady,
New York
|
$16.6M
|
+$2.09M
|
+76,789
|
+15%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.86M
|
-$1.43M
|
-52,462
|
-14%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.35M
|
+$743K
|
+27,348
|
+21%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$4.07M
|
-$555K
|
-20,438
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.05M
|
+$117K
|
+4,311
|
+3%
|
|
|
9
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.78M
|
+$346K
|
+12,748
|
+15%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.76M
|
+$356K
|
+13,089
|
+15%
|
|
|
11
|
|
$2.4M
|
-$5.31M
|
-195,508
|
-69%
|
|
|
12
|
Wambolt & Associates
Littleton,
Colorado
|
$2.18M
|
-$53.3K
|
-1,962
|
-2%
|
|
|
13
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.68M
|
-$1.09K
|
-40
|
-0.1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$107K
|
+3,921
|
+11%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$882K
|
-$19.5K
|
-718
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$854K
|
-$724K
|
-26,625
|
-46%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$759K
|
+$309K
|
+11,388
|
+71%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$469K
|
-$26.3K
|
-968
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$467K
|
-$1.06M
|
-39,066
|
-70%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$461K
|
+$10.9K
|
+402
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$337K
|
-$736K
|
-27,093
|
-69%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$337K
|
-$311K
|
-11,445
|
-48%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$327K
|
-$1.09K
|
-40
|
-0.3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$232K
|
+$1.74K
|
+64
|
+0.8%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$193K
|
–
|
–
|
–
|
|
