|
1
|
Bank of America
Charlotte,
North Carolina
|
$54M
|
+$5.99M
|
+163,795
|
+12%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.5M
|
+$424K
|
+11,592
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$35K
|
-957
|
-0.3%
|
|
|
4
|
|
$12.5M
|
+$2.19M
|
+59,710
|
+21%
|
|
|
5
|
F3Logic
Burnsville,
Minnesota
|
$12.4M
|
+$3.37M
|
+92,019
|
+37%
|
|
|
6
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$12.4M
|
+$12.6M
|
+343,099
|
New
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$9.26M
|
+$791K
|
+21,604
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.94M
|
-$1.6M
|
-43,632
|
-21%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$5.87M
|
+$649K
|
+17,728
|
New
|
|
|
10
|
Matrix Trust Company
Denver,
Colorado
|
$5.08M
|
-$21.5K
|
-587
|
-0.4%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.33M
|
+$1.44M
|
+39,376
|
+49%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.44M
|
+$217K
|
+5,920
|
+7%
|
|
|
13
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$3.09M
|
+$3.14M
|
+85,769
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.94M
|
+$256K
|
+6,999
|
+9%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$2.68M
|
+$89.3K
|
+2,440
|
+3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.55M
|
+$740K
|
+20,224
|
+40%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.52M
|
-$35.3K
|
-965
|
-1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.45M
|
-$164K
|
-4,472
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.42M
|
+$649K
|
+17,730
|
+36%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.33M
|
+$156K
|
+4,267
|
+7%
|
|
|
21
|
Black Diamond Financial
Towson,
Maryland
|
$2.3M
|
+$437K
|
+11,948
|
+23%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.21M
|
+$672K
|
+18,358
|
+43%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.12M
|
+$1.22M
|
+33,470
|
+133%
|
|
|
24
|
Level Four Advisory Services
Dallas,
Texas
|
$2.04M
|
–
|
–
|
–
|
|
|
25
|
M Holdings Securities
Portland,
Oregon
|
$1.8M
|
–
|
–
|
–
|
|
