|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$35.5M
|
+$7.87M
|
+268,269
|
+29%
|
|
|
2
|
|
$27.3M
|
+$6.87M
|
+234,013
|
+34%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$559K
|
+19,045
|
+3%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$15.6M
|
+$1.33M
|
+45,395
|
+9%
|
|
|
5
|
Del-Sette Capital Management
Schenectady,
New York
|
$12.3M
|
-$6.29M
|
-214,355
|
-34%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.27M
|
+$1.87M
|
+63,737
|
+30%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$8.04M
|
+$7.41M
|
+252,504
|
+1,383%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.57M
|
-$574K
|
-19,544
|
-8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.79M
|
-$906K
|
-30,880
|
-16%
|
|
|
10
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.74M
|
-$177K
|
-6,024
|
-5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
+$191K
|
+6,501
|
+6%
|
|
|
12
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.44M
|
+$107K
|
+3,634
|
+3%
|
|
|
13
|
Genesee Capital Advisors
Auburn,
New York
|
$2.83M
|
-$27K
|
-920
|
-1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$552K
|
+18,801
|
+34%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.18M
|
+$69.2K
|
+2,358
|
+3%
|
|
|
16
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.82M
|
-$44.7K
|
-1,524
|
-2%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.48M
|
+$1.46M
|
+49,822
|
New
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$853K
|
-$45.1K
|
-1,535
|
-5%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
$826K
|
+$815K
|
+27,776
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$821K
|
-$818K
|
-27,865
|
-50%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$770K
|
-$12.2K
|
-416
|
-2%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$767K
|
+$758K
|
+25,818
|
New
|
|
|
23
|
|
$719K
|
+$710K
|
+24,196
|
New
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$680K
|
+$18.1K
|
+618
|
+3%
|
|
|
25
|
Wambolt & Associates
Littleton,
Colorado
|
$677K
|
-$484K
|
-16,472
|
-42%
|
|
