|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$47.3M
|
+$15.9M
|
+294,415
|
+51%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.5M
|
+$4.55M
|
+84,517
|
+16%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.2M
|
+$970K
|
+18,016
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$3.08M
|
+57,174
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$27.6M
|
+$611K
|
+11,345
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
-$1.06M
|
-19,610
|
-4%
|
|
|
7
|
Bogart Wealth LLC
Mclean,
Virginia
|
$24.6M
|
+$1.55M
|
+28,852
|
+7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.4M
|
-$1.08M
|
-20,129
|
-5%
|
|
|
9
|
|
$22.1M
|
-$5.52M
|
-102,558
|
-20%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$20.1M
|
+$6.69M
|
+124,139
|
+50%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.6M
|
+$1.7M
|
+31,580
|
+11%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.8M
|
+$3.89M
|
+72,180
|
+33%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$5.28M
|
+98,038
|
+51%
|
|
|
14
|
Equitable Holdings
New York
|
$10.8M
|
+$1.41M
|
+26,212
|
+15%
|
|
|
15
|
Forte Capital
Rochester,
New York
|
$10.7M
|
+$10.7M
|
+198,442
|
New
|
|
|
16
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.2M
|
+$1.12M
|
+20,782
|
+12%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$9.51M
|
+$689K
|
+12,787
|
+8%
|
|
|
18
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$8.94M
|
+$8.68M
|
+161,168
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.89M
|
-$825K
|
-15,321
|
-8%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$8.67M
|
+$6.12M
|
+113,594
|
+240%
|
|
|
21
|
Matrix Trust Company
Denver,
Colorado
|
$8.64M
|
-$28.6K
|
-530
|
-0.3%
|
|
|
22
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.42M
|
+$256K
|
+4,761
|
+3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
-$1.35M
|
-24,992
|
-16%
|
|
|
24
|
ETFidea
Syracuse,
New York
|
$6.78M
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.73M
|
+$1.94M
|
+36,043
|
+41%
|
|
