|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$36.4M
|
+$936K
|
+30,913
|
+3%
|
|
|
2
|
|
$29.4M
|
+$2.17M
|
+71,701
|
+8%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$17.2M
|
+$1.64M
|
+54,225
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$6.62M
|
-218,733
|
-30%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
+$5.76M
|
+190,194
|
+70%
|
|
|
6
|
Del-Sette Capital Management
Schenectady,
New York
|
$11.3M
|
-$1.02M
|
-33,647
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.26M
|
+$3.09K
|
+102
|
+0%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.77M
|
+$212K
|
+7,015
|
+3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.63M
|
+$5.75M
|
+189,804
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.48M
|
-$305K
|
-10,082
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.79M
|
+$154K
|
+5,099
|
+4%
|
|
|
12
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.59M
|
-$144K
|
-4,751
|
-4%
|
|
|
13
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.44M
|
-$848
|
-28
|
-0%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
+$941K
|
+31,081
|
+42%
|
|
|
15
|
Genesee Capital Advisors
Auburn,
New York
|
$2.89M
|
+$61.4K
|
+2,029
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.45M
|
+$252K
|
+8,310
|
+11%
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.82M
|
+$3.63K
|
+120
|
+0.2%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.45M
|
-$30.8K
|
-1,017
|
-2%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
$1.13M
|
+$308K
|
+10,158
|
+37%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$833K
|
-$18.9K
|
-625
|
-2%
|
|
|
21
|
Fermata Advisors
Sonoma,
California
|
$787K
|
+$21.5K
|
+709
|
+3%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$744K
|
-$25.4K
|
-838
|
-3%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$731K
|
+$52.6K
|
+1,736
|
+8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$644K
|
+$44.7K
|
+1,475
|
+7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$556K
|
-$5.88K
|
-194
|
-1%
|
|
