|
1
|
Steele Capital Management
Dubuque,
Iowa
|
$68.3M
|
+$457K
|
+4,596
|
+0.7%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$67.9M
|
+$456K
|
+4,585
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$65.5M
|
+$2.55M
|
+25,616
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$48.5M
|
+$1.77M
|
+17,807
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$43.4M
|
-$764K
|
-7,691
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41M
|
-$2.34M
|
-23,549
|
-5%
|
|
|
7
|
|
$34.5M
|
-$1.1M
|
-11,098
|
-3%
|
|
|
8
|
|
$31.2M
|
-$1.55M
|
-15,620
|
-5%
|
|
|
9
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$23.9M
|
-$259K
|
-2,607
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$1.21M
|
+12,177
|
+6%
|
|
|
11
|
AlphaCore Capital
La Jolla,
California
|
$22.9M
|
-$745K
|
-7,496
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
-$129K
|
-1,298
|
-0.6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.7M
|
-$257K
|
-2,589
|
-1%
|
|
|
14
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$17.5M
|
+$1.83M
|
+18,442
|
+12%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$17.3M
|
+$11.5M
|
+115,767
|
+209%
|
|
|
16
|
Lauer Wealth
Valparaiso,
Indiana
|
$15.2M
|
+$347K
|
+3,488
|
+2%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.3M
|
+$34.3K
|
+345
|
+0.2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
-$363K
|
-3,658
|
-3%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.1M
|
-$928K
|
-9,335
|
-7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$838K
|
+8,429
|
+8%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$11.9M
|
-$23.2K
|
-233
|
-0.2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$435K
|
+4,377
|
+4%
|
|
|
23
|
Barrett & Company
Providence,
Rhode Island
|
$9.93M
|
+$449K
|
+4,518
|
+5%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.1M
|
-$263K
|
-2,642
|
-3%
|
|
|
25
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$8.96M
|
+$91K
|
+916
|
+1%
|
|
