|
1
|
|
$54.6M
|
+$5.6M
|
+150,309
|
+12%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$36.4M
|
-$836K
|
-22,428
|
-2%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$33.8M
|
-$1.12M
|
-30,003
|
-3%
|
|
|
4
|
Del-Sette Capital Management
Schenectady,
New York
|
$16.2M
|
+$553K
|
+14,845
|
+4%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$13.6M
|
-$1.53K
|
-41
|
-0%
|
|
|
6
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$13.2M
|
-$1.34K
|
-36
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$387K
|
+10,376
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$1.96M
|
+52,641
|
+21%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.92M
|
-$270K
|
-7,253
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$9.72M
|
+$1.25M
|
+33,584
|
+15%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.69M
|
+$4.78M
|
+128,314
|
+132%
|
|
|
12
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$5.27M
|
+$38.3K
|
+1,028
|
+0.8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.26M
|
+$649K
|
+17,400
|
+15%
|
|
|
14
|
Tenzing Financial
Williamsburg,
Virginia
|
$4.68M
|
+$4.52M
|
+121,377
|
New
|
|
|
15
|
American Alpha Advisors
New York
|
$4.6M
|
-$386K
|
-10,351
|
-8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.4M
|
+$28.4K
|
+761
|
+0.7%
|
|
|
17
|
ALPS Advisors
Denver,
Colorado
|
$3.78M
|
–
|
–
|
–
|
|
|
18
|
Genesee Capital Advisors
Auburn,
New York
|
$2.62M
|
-$990K
|
-26,550
|
-28%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.58M
|
+$773K
|
+20,723
|
+45%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.55M
|
+$55.5K
|
+1,488
|
+2%
|
|
|
21
|
Payne Capital
Lake Oswego,
Oregon
|
$2.37M
|
+$4.88K
|
+131
|
+0.2%
|
|
|
22
|
Navis Wealth Advisors
Rye Brook,
New York
|
$2.37M
|
+$2.29M
|
+61,385
|
New
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.32M
|
-$47.8K
|
-1,283
|
-2%
|
|
|
24
|
|
$2.13M
|
+$904K
|
+24,252
|
+78%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.08M
|
+$91.1K
|
+2,444
|
+5%
|
|
