|
1
|
Searcy Financial Services
Overland Park,
Kansas
|
$14.2M
|
-$79.6K
|
-2,346
|
-0.6%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.49M
|
+$3.26M
|
+96,078
|
+56%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.8M
|
+$599K
|
+17,652
|
+8%
|
|
|
4
|
|
$6.49M
|
-$6.1M
|
-179,826
|
-49%
|
|
|
5
|
Matrix Trust Company
Denver,
Colorado
|
$5.23M
|
+$27.7K
|
+816
|
+0.6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.74M
|
+$381K
|
+11,232
|
+9%
|
|
|
7
|
|
$4.26M
|
–
|
–
|
–
|
|
|
8
|
Provident Wealth Management
Brentwood,
Tennessee
|
$4.01M
|
+$3.85M
|
+113,622
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.92M
|
+$3.76M
|
+110,910
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.43M
|
+$837K
|
+24,690
|
+34%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$2.87M
|
+$292K
|
+8,604
|
+12%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.61M
|
-$307K
|
-9,048
|
-11%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.34M
|
-$793K
|
-23,370
|
-26%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$2.06M
|
-$73.3K
|
-2,160
|
-4%
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$1.94M
|
-$8.45M
|
-249,246
|
-82%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$25.4K
|
+750
|
+2%
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.23M
|
-$7.12K
|
-210
|
-0.6%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$1.02M
|
+30,108
|
New
|
|
|
20
|
TAP Consulting
Kirkwood,
Missouri
|
$996K
|
+$1.63K
|
+48
|
+0.2%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$951K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$624K
|
-$94.8K
|
-2,796
|
-14%
|
|
|
23
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$600K
|
-$92.6K
|
-2,730
|
-14%
|
|
|
24
|
Private Wealth Strategies
New Albany,
Ohio
|
$581K
|
+$558K
|
+16,446
|
New
|
|
|
25
|
|
$525K
|
-$450K
|
-13,272
|
-47%
|
|
