|
1
|
|
$20.2M
|
+$111K
|
+2,323
|
+0.6%
|
|
|
2
|
Avantax Advisory Services
Dallas,
Texas
|
$10.1M
|
+$241K
|
+5,041
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.8M
|
-$2.07M
|
-43,322
|
-33%
|
|
|
4
|
Atria Wealth Solutions
New York
|
$3.37M
|
-$18.8K
|
-392
|
-0.6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.29M
|
+$1.96M
|
+41,023
|
+202%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.78M
|
+$84.9K
|
+1,774
|
+4%
|
|
|
7
|
|
$2.34M
|
–
|
–
|
–
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.31M
|
+$50K
|
+1,044
|
+2%
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$2.15M
|
-$52.3K
|
-1,094
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.92M
|
-$80.5K
|
-1,683
|
-4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.87M
|
+$518K
|
+10,827
|
+45%
|
|
|
12
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.82M
|
+$89K
|
+1,860
|
+6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.69M
|
-$345K
|
-7,203
|
-19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.67M
|
+$6.32K
|
+132
|
+0.4%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$1.58M
|
+$1.41M
|
+29,400
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.44M
|
–
|
–
|
–
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$1.31M
|
+$10K
|
+210
|
+0.9%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$1.25M
|
-$27.4K
|
-573
|
-2%
|
|
|
19
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.17M
|
-$3.25K
|
-68
|
-0.3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$230K
|
+4,816
|
+31%
|
|
|
21
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.05M
|
-$1.63K
|
-34
|
-0.2%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1.04M
|
+$18K
|
+376
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$917K
|
+$115K
|
+2,404
|
+16%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$732K
|
-$37K
|
-773
|
-5%
|
|
|
25
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$721K
|
–
|
–
|
–
|
|
