|
1
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
+$3.99M
|
+91,034
|
+29%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
-$2.01M
|
-45,766
|
-12%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$13.4M
|
-$1.09M
|
-24,948
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.2M
|
-$2.63M
|
-59,936
|
-17%
|
|
|
5
|
|
$11.2M
|
-$660K
|
-15,054
|
-6%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.24M
|
+$2.51M
|
+57,207
|
+54%
|
|
|
7
|
Matrix Trust Company
Denver,
Colorado
|
$6.49M
|
-$141K
|
-3,223
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.32M
|
-$436K
|
-9,948
|
-9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.52M
|
-$1.65M
|
-37,597
|
-32%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.39M
|
+$257K
|
+5,865
|
+8%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$3.2M
|
+$302K
|
+6,882
|
+10%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$2.88M
|
+$2.85M
|
+65,155
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.83M
|
-$180K
|
-4,104
|
-6%
|
|
|
14
|
M Holdings Securities
Portland,
Oregon
|
$2.72M
|
+$2.7M
|
+61,523
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.6M
|
+$84.6K
|
+1,932
|
+3%
|
|
|
16
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2.52M
|
+$226K
|
+5,162
|
+10%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$2.5M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
+$1.77M
|
+40,343
|
+250%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$2.37M
|
+$2.35M
|
+53,718
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$129K
|
+2,938
|
+6%
|
|
|
21
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$1.95M
|
+$85.3K
|
+1,947
|
New
|
|
|
22
|
Second Half Financial Partners
Sebring,
Florida
|
$1.95M
|
+$284K
|
+6,480
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.94M
|
+$1.84M
|
+41,995
|
+2,323%
|
|
|
24
|
IEQ Capital
Foster City,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$1.28M
|
+$1.55M
|
+35,278
|
New
|
|
