|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$27.7M
|
-$2.21M
|
-78,945
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
-$126K
|
-4,518
|
-0.6%
|
|
|
3
|
|
$20.5M
|
+$885K
|
+31,665
|
+5%
|
|
|
4
|
Del-Sette Capital Management
Schenectady,
New York
|
$18.7M
|
+$35.2K
|
+1,260
|
+0.2%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$14.4M
|
+$1.16M
|
+41,561
|
+9%
|
|
|
6
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$8.17M
|
+$4.1M
|
+146,581
|
+116%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.19M
|
-$161K
|
-5,773
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.41M
|
+$50K
|
+1,789
|
+0.8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.73M
|
+$60.4K
|
+2,160
|
+1%
|
|
|
10
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.94M
|
+$77K
|
+2,754
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.47M
|
+$329K
|
+11,785
|
+11%
|
|
|
12
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.35M
|
+$220K
|
+7,877
|
+8%
|
|
|
13
|
Genesee Capital Advisors
Auburn,
New York
|
$2.88M
|
+$178K
|
+6,358
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.12M
|
-$115K
|
-4,102
|
-5%
|
|
|
15
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.88M
|
-$102K
|
-3,645
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.66M
|
+$606K
|
+21,699
|
+64%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
+$1.55M
|
+55,477
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.61M
|
-$281K
|
-10,045
|
-16%
|
|
|
19
|
Wambolt & Associates
Littleton,
Colorado
|
$1.17M
|
-$763K
|
-27,290
|
-41%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$903K
|
-$31.6K
|
-1,130
|
-4%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$786K
|
+$399K
|
+14,283
|
+119%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$665K
|
+$28.6K
|
+1,025
|
+5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$538K
|
+$146K
|
+5,229
|
+40%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$450K
|
-$18.8K
|
-674
|
-4%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$438K
|
-$38.7K
|
-1,386
|
-9%
|
|
