|
1
|
Bank of America
Charlotte,
North Carolina
|
$57M
|
-$1.42M
|
-36,369
|
-2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.1M
|
+$568K
|
+14,602
|
+4%
|
|
|
3
|
|
$13.1M
|
-$362K
|
-9,291
|
-3%
|
|
|
4
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$13M
|
+$13M
|
+334,277
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$1.81M
|
-46,376
|
-13%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$10.9M
|
+$903K
|
+23,191
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.28M
|
-$138K
|
-3,556
|
-2%
|
|
|
8
|
Matrix Trust Company
Denver,
Colorado
|
$5.61M
|
+$118K
|
+3,034
|
+2%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.4M
|
+$710K
|
+18,236
|
+15%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.28M
|
+$1.08M
|
+27,656
|
+34%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.94M
|
+$223K
|
+5,732
|
+6%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$3.69M
|
+$785K
|
+20,156
|
+27%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.02M
|
+$267K
|
+6,870
|
+10%
|
|
|
14
|
Black Diamond Financial
Towson,
Maryland
|
$2.82M
|
+$337K
|
+8,654
|
+14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.81M
|
+$89.1K
|
+2,290
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
+$60.3K
|
+1,549
|
+2%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.49M
|
-$33.2K
|
-854
|
-1%
|
|
|
18
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.49M
|
+$96K
|
+2,466
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.47M
|
-$143K
|
-3,674
|
-5%
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$2.21M
|
–
|
–
|
–
|
|
|
21
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2M
|
+$125K
|
+3,201
|
+7%
|
|
|
22
|
M Holdings Securities
Portland,
Oregon
|
$1.95M
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.6M
|
+$908K
|
+23,316
|
+132%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.55M
|
-$13K
|
-333
|
-0.8%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.53M
|
-$190K
|
-4,891
|
-11%
|
|
