|
1
|
|
$33.2M
|
+$2M
|
+64,944
|
+7%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$31.7M
|
+$654K
|
+21,191
|
+2%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$24.2M
|
+$2.38M
|
+77,295
|
+11%
|
|
|
4
|
Del-Sette Capital Management
Schenectady,
New York
|
$13.7M
|
+$1.25M
|
+40,561
|
+10%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11.2M
|
-$2.65K
|
-86
|
-0%
|
|
|
6
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$11M
|
-$2.84K
|
-92
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.76M
|
+$655K
|
+21,240
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.59M
|
+$1.43M
|
+46,501
|
+24%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.44M
|
-$547K
|
-17,732
|
-9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.46M
|
+$116K
|
+3,769
|
+3%
|
|
|
11
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.94M
|
+$6.6K
|
+214
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
-$434K
|
-14,083
|
-10%
|
|
|
13
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.78M
|
-$36.6K
|
-1,185
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.56M
|
-$32.8K
|
-1,062
|
-0.9%
|
|
|
15
|
Genesee Capital Advisors
Auburn,
New York
|
$2.9M
|
+$294K
|
+9,546
|
+12%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.49M
|
+$57.6K
|
+1,866
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.44M
|
-$16.2M
|
-524,294
|
-87%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.13M
|
-$4.44K
|
-144
|
-0.2%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.03M
|
-$116K
|
-3,757
|
-6%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.83M
|
-$1.64M
|
-53,163
|
-48%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$1.11M
|
-$58.3K
|
-1,890
|
-5%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$875K
|
+$281K
|
+9,093
|
+50%
|
|
|
23
|
Fermata Advisors
Sonoma,
California
|
$874K
|
+$60.6K
|
+1,966
|
+8%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$869K
|
-$3.55K
|
-115
|
-0.4%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$853K
|
+$25.2K
|
+816
|
+3%
|
|
