|
1
|
Searcy Financial Services
Overland Park,
Kansas
|
$13.7M
|
+$241K
|
+7,224
|
+2%
|
|
|
2
|
|
$11.9M
|
+$42.9K
|
+1,284
|
+0.4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.73M
|
+$951K
|
+28,482
|
+17%
|
|
|
4
|
Allianz Asset Management
Munich,
Germany
|
$6.5M
|
-$3.26M
|
-97,668
|
-34%
|
|
|
5
|
Matrix Trust Company
Denver,
Colorado
|
$5.02M
|
+$4.94M
|
+147,966
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.87M
|
-$1.64M
|
-49,038
|
-25%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.11M
|
+$3.32M
|
+99,366
|
+458%
|
|
|
8
|
|
$4.1M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.42M
|
-$116K
|
-3,486
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$34.1K
|
+1,020
|
+2%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$2.17M
|
+$164K
|
+4,896
|
+8%
|
|
|
12
|
Level Four Advisory Services
Dallas,
Texas
|
$2.11M
|
+$133K
|
+3,990
|
+7%
|
|
|
13
|
|
$1.75M
|
+$1.72M
|
+51,408
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.61M
|
-$951K
|
-28,476
|
-37%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
+$804K
|
+24,078
|
+124%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29M
|
+$141K
|
+4,218
|
+12%
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.25M
|
-$23.9K
|
-714
|
-2%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
19
|
Madden Advisory Services
Jacksonville,
Florida
|
$914K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$731K
|
+$62.3K
|
+1,866
|
+10%
|
|
|
21
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$715K
|
-$5.01K
|
-150
|
-0.7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$606K
|
+$121K
|
+3,618
|
+25%
|
|
|
23
|
F3Logic
Burnsville,
Minnesota
|
$547K
|
-$40.1K
|
-1,200
|
-7%
|
|
|
24
|
Towerpoint Wealth
Sacramento,
California
|
$427K
|
-$26.3K
|
-786
|
-6%
|
|
|
25
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$406K
|
–
|
–
|
–
|
|
