|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.9M
|
+$45.5M
|
+1,175,254
|
+289%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$2.11M
|
+54,610
|
+17%
|
|
|
3
|
F3Logic
Burnsville,
Minnesota
|
$10.3M
|
+$11.3M
|
+292,941
|
New
|
|
|
4
|
|
$9.94M
|
+$1.08M
|
+27,895
|
+11%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$8.15M
|
-$2.78M
|
-71,764
|
-24%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.54M
|
-$3.28M
|
-84,758
|
-28%
|
|
|
7
|
Matrix Trust Company
Denver,
Colorado
|
$5.05M
|
-$145K
|
-3,752
|
-3%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.01M
|
+$328K
|
+8,487
|
+11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.93M
|
+$129K
|
+3,327
|
+4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.92M
|
+$2.48M
|
+64,200
|
+345%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.75M
|
+$744K
|
+19,219
|
+33%
|
|
|
12
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2.63M
|
+$665K
|
+17,190
|
+30%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$2.59M
|
+$32.1K
|
+829
|
+1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.55M
|
-$990K
|
-25,594
|
-26%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$2.46M
|
+$178K
|
+4,610
|
+7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.22M
|
-$45.4K
|
-1,174
|
-2%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.12M
|
-$4.02M
|
-103,854
|
-63%
|
|
|
18
|
Level Four Advisory Services
Dallas,
Texas
|
$2M
|
–
|
–
|
–
|
|
|
19
|
Second Half Financial Partners
Sebring,
Florida
|
$1.95M
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
+$8.63K
|
+223
|
+0.4%
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$1.77M
|
-$442K
|
-11,433
|
-19%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.3M
|
+$369K
|
+9,539
|
+35%
|
|
|
23
|
|
$1.25M
|
+$1.37M
|
+35,400
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$1.25M
|
+$39
|
+1
|
+0%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.19M
|
+$1.3M
|
+33,710
|
New
|
|
