|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.5M
|
-$3.65M
|
-88,526
|
-6%
|
|
|
2
|
|
$38.3M
|
-$135K
|
-3,266
|
-0.4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
-$3.24M
|
-78,524
|
-14%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
+$15.6M
|
+377,741
|
New
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.9M
|
-$277K
|
-6,713
|
-2%
|
|
|
6
|
|
$12.8M
|
-$1.1M
|
-26,699
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$1.55M
|
-37,589
|
-12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
-$1.69M
|
-40,923
|
-13%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$10.7M
|
-$215K
|
-5,219
|
-2%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5.07M
|
+$98.1K
|
+2,380
|
+2%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.9M
|
+$33K
|
+800
|
+0.7%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$4.75M
|
-$45.1K
|
-1,094
|
-0.9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.48M
|
-$1.65M
|
-40,029
|
-27%
|
|
|
14
|
Principal Financial Group
Des Moines,
Iowa
|
$4.38M
|
–
|
–
|
–
|
|
|
15
|
Great Lakes Retirement
Sandusky,
Ohio
|
$4.37M
|
+$195K
|
+4,734
|
+5%
|
|
|
16
|
Theory Financial
Fort Collins,
Colorado
|
$3.64M
|
-$182K
|
-4,422
|
-5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$1.26M
|
+30,501
|
+56%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$3.15M
|
-$60.2K
|
-1,460
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3M
|
+$89.7K
|
+2,177
|
+3%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$2.96M
|
-$117K
|
-2,832
|
-4%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$2.87M
|
+$43.8K
|
+1,064
|
+2%
|
|
|
22
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.81M
|
+$2.79M
|
+67,622
|
New
|
|
|
23
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.71M
|
-$41.5K
|
-1,007
|
-2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.55M
|
-$814K
|
-19,752
|
-24%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.4M
|
+$2.38M
|
+57,781
|
New
|
|
