|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$88.4M
|
+$11.1M
|
+160,709
|
+15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$72M
|
+$4.83M
|
+69,614
|
+8%
|
|
|
3
|
|
$57.9M
|
-$8.79M
|
-126,775
|
-14%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$50.8M
|
+$3.02M
|
+43,479
|
+7%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44M
|
-$8.21M
|
-118,345
|
-16%
|
|
|
6
|
Avior Wealth Management
Omaha,
Nebraska
|
$40M
|
+$1.69M
|
+24,367
|
+5%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$36.6M
|
+$2.83M
|
+40,752
|
+9%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.3M
|
-$6.56M
|
-94,606
|
-17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$32M
|
-$5.52M
|
-79,625
|
-15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$28.2M
|
-$449K
|
-6,466
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.9M
|
+$260K
|
+3,742
|
+1%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$23.6M
|
-$948K
|
-13,668
|
-4%
|
|
|
13
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$23M
|
+$1.22M
|
+17,527
|
+6%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.5M
|
-$538K
|
-7,761
|
-3%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$19.5M
|
+$819K
|
+11,802
|
+5%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$19.1M
|
+$1.63M
|
+23,459
|
+10%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.6M
|
+$1.68M
|
+24,274
|
+11%
|
|
|
18
|
Cosner Financial Group
Windsor,
Colorado
|
$17.8M
|
-$82.8K
|
-1,193
|
-0.5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.5M
|
+$2.14M
|
+30,840
|
+15%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$154K
|
+2,223
|
+1%
|
|
|
21
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16M
|
+$617K
|
+8,895
|
+4%
|
|
|
22
|
Steele Capital Management
Dubuque,
Iowa
|
$13.6M
|
+$1.54M
|
+22,222
|
+14%
|
|
|
23
|
Matrix Trust Company
Denver,
Colorado
|
$13.6M
|
+$1.54M
|
+22,222
|
+14%
|
|
|
24
|
Equitable Holdings
New York
|
$13M
|
-$2.51M
|
-36,239
|
-17%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$12.5M
|
+$369K
|
+5,317
|
+3%
|
|
