|
1
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$172K
|
-4,422
|
-1%
|
|
|
2
|
Searcy Financial Services
Overland Park,
Kansas
|
$12.5M
|
+$3.08M
|
+79,206
|
+33%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$11.6M
|
+$7.24M
|
+186,222
|
+174%
|
|
|
4
|
|
$8.56M
|
-$2.36M
|
-60,804
|
-22%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.97M
|
+$339K
|
+8,724
|
+5%
|
|
|
6
|
Matrix Trust Company
Denver,
Colorado
|
$5.41M
|
+$21.2K
|
+546
|
+0.4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
-$93.8K
|
-2,412
|
-2%
|
|
|
8
|
|
$4.38M
|
-$383K
|
-9,846
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.71M
|
+$9.1K
|
+234
|
+0.3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.44M
|
+$406K
|
+10,458
|
+14%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.12M
|
-$375K
|
-9,660
|
-11%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.01M
|
+$2.2M
|
+56,604
|
+293%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$2.67M
|
-$2.02M
|
-52,020
|
-44%
|
|
|
14
|
M Holdings Securities
Portland,
Oregon
|
$2.43M
|
+$2.38M
|
+61,278
|
New
|
|
|
15
|
Level Four Advisory Services
Dallas,
Texas
|
$2.4M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.29M
|
+$1.22M
|
+31,482
|
+120%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$1.7M
|
+$1.67M
|
+42,852
|
New
|
|
|
18
|
TD Private Client Wealth
New York
|
$1.53M
|
+$1.51M
|
+38,724
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$1.49M
|
-$48.3K
|
-1,242
|
-3%
|
|
|
20
|
TAP Consulting
Kirkwood,
Missouri
|
$1.47M
|
+$519K
|
+13,350
|
+56%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
+$1.15M
|
+29,634
|
+727%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.23M
|
+$1.21M
|
+31,164
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.16M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$128K
|
+3,288
|
+13%
|
|
