|
1
|
Searcy Financial Services
Overland Park,
Kansas
|
$18.7M
|
+$356K
|
+7,034
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$3.43M
|
-67,682
|
-16%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.8M
|
-$3.98M
|
-78,617
|
-18%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$16.3M
|
+$2.02M
|
+39,822
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$521K
|
+10,300
|
+3%
|
|
|
6
|
|
$13.3M
|
+$1.63M
|
+32,229
|
+14%
|
|
|
7
|
Matrix Trust Company
Denver,
Colorado
|
$7.45M
|
-$18.7K
|
-370
|
-0.2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$5.82M
|
-$422K
|
-8,335
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.35M
|
+$233K
|
+4,608
|
+4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.29M
|
+$5.39M
|
+106,532
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$4.13M
|
-$489K
|
-9,654
|
-10%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.52M
|
+$336K
|
+6,631
|
+10%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.38M
|
+$132K
|
+2,600
|
+4%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$3.25M
|
-$763K
|
-15,076
|
-19%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.9M
|
-$27.2K
|
-537
|
-0.9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.82M
|
+$33.9K
|
+669
|
+1%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$2.81M
|
-$70.9K
|
-1,400
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.67M
|
-$413K
|
-8,158
|
-13%
|
|
|
19
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2.58M
|
+$2.63M
|
+51,966
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.46M
|
-$674K
|
-13,313
|
-21%
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.35M
|
+$657K
|
+12,977
|
+38%
|
|
|
22
|
Armbruster Capital Management
Pittsford,
New York
|
$2.02M
|
+$2.06M
|
+40,676
|
New
|
|
|
23
|
TD Private Client Wealth
New York
|
$1.93M
|
-$80K
|
-1,581
|
-4%
|
|
|
24
|
IEQ Capital
Foster City,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
25
|
TAP Consulting
Kirkwood,
Missouri
|
$1.49M
|
-$460K
|
-9,081
|
-23%
|
|
