|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
-$9.51M
|
-248,239
|
-16%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.6M
|
+$13.5M
|
+352,971
|
+3,835%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$1M
|
-26,143
|
-7%
|
|
|
4
|
|
$9.91M
|
+$169K
|
+4,411
|
+2%
|
|
|
5
|
F3Logic
Burnsville,
Minnesota
|
$8.7M
|
-$1.6M
|
-41,861
|
-14%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$8.15M
|
+$176K
|
+4,587
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.22M
|
-$190K
|
-4,970
|
-2%
|
|
|
8
|
Matrix Trust Company
Denver,
Colorado
|
$4.9M
|
-$63.4K
|
-1,656
|
-1%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.1M
|
+$163K
|
+4,260
|
+5%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.81M
|
+$805K
|
+21,030
|
+35%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.6M
|
-$307K
|
-8,014
|
-10%
|
|
|
12
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2.58M
|
+$728
|
+19
|
+0%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
+$14.2K
|
+371
|
+0.5%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$2.5M
|
+$85.2K
|
+2,225
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
-$270K
|
-7,050
|
-9%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$2.1M
|
-$490K
|
-12,799
|
-17%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
+$1.4M
|
+36,623
|
+158%
|
|
|
18
|
Level Four Advisory Services
Dallas,
Texas
|
$1.96M
|
–
|
–
|
–
|
|
|
19
|
Black Diamond Financial
Towson,
Maryland
|
$1.82M
|
+$836K
|
+21,834
|
+73%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.75M
|
-$472K
|
-12,323
|
-20%
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$1.74M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.71M
|
-$123K
|
-3,209
|
-6%
|
|
|
23
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.49M
|
+$235K
|
+6,144
|
+17%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
-$1.7M
|
-44,496
|
-54%
|
|
|
25
|
|
$1.23M
|
–
|
–
|
–
|
|
