|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.8M
|
+$3.34M
|
+118,844
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
-$321K
|
-11,426
|
-2%
|
|
|
3
|
|
$18.1M
|
-$1.92M
|
-68,181
|
-10%
|
|
|
4
|
Del-Sette Capital Management
Schenectady,
New York
|
$17.4M
|
+$518K
|
+18,451
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.98M
|
+$11.7K
|
+415
|
+0.1%
|
|
|
6
|
|
$6.04M
|
+$3.61M
|
+128,575
|
+148%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.59M
|
+$1.49M
|
+52,927
|
+36%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
+$700K
|
+24,914
|
+16%
|
|
|
9
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.84M
|
-$287K
|
-10,210
|
-7%
|
|
|
10
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.4M
|
+$3.41M
|
+121,313
|
New
|
|
|
11
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.85M
|
+$36.9K
|
+1,312
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$37.1K
|
+1,322
|
+1%
|
|
|
13
|
Wambolt & Associates
Littleton,
Colorado
|
$2.16M
|
-$28K
|
-996
|
-1%
|
|
|
14
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.88M
|
+$177K
|
+6,319
|
+10%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$31.1K
|
+1,109
|
+3%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
+$256K
|
+9,122
|
+33%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$885K
|
-$8.43K
|
-300
|
-0.9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$717K
|
-$148K
|
-5,267
|
-17%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$565K
|
+$567K
|
+20,169
|
New
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$565K
|
+$566K
|
+20,157
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$484K
|
+$9.47K
|
+337
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$444K
|
+$103K
|
+3,674
|
+30%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$419K
|
+$420K
|
+14,946
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$382K
|
-$85.6K
|
-3,047
|
-18%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$335K
|
+$3.15K
|
+112
|
+0.9%
|
|
