|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.4M
|
+$277K
|
+7,078
|
+2%
|
|
|
2
|
|
$14.2M
|
+$257K
|
+6,569
|
+2%
|
|
|
3
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14M
|
+$141K
|
+3,606
|
+1%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$11.9M
|
+$319K
|
+8,148
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$46.9M
|
-1,196,647
|
-82%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.15M
|
-$3.19M
|
-81,341
|
-27%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.19M
|
+$1.43M
|
+36,468
|
+23%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.16M
|
+$1.52M
|
+38,940
|
+35%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.03M
|
+$275K
|
+7,026
|
+5%
|
|
|
10
|
Matrix Trust Company
Denver,
Colorado
|
$6.01M
|
+$47.7K
|
+1,218
|
+0.8%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$4.23M
|
+$298K
|
+7,614
|
+8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.52M
|
+$292K
|
+7,454
|
+10%
|
|
|
13
|
Black Diamond Financial
Towson,
Maryland
|
$3.29M
|
+$278K
|
+7,112
|
+10%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.12M
|
-$1.01M
|
-25,774
|
-26%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.99M
|
+$342K
|
+8,736
|
+14%
|
|
|
16
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.98M
|
+$318K
|
+8,115
|
+13%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
-$109K
|
-2,796
|
-4%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.86M
|
+$200K
|
+5,114
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
-$193K
|
-4,935
|
-7%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$2.52M
|
+$2.38M
|
+60,865
|
New
|
|
|
21
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$2.35M
|
+$2.24M
|
+57,127
|
New
|
|
|
22
|
Level Four Advisory Services
Dallas,
Texas
|
$2.35M
|
–
|
–
|
–
|
|
|
23
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2.1M
|
-$29K
|
-741
|
-1%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$1.71M
|
-$349K
|
-8,900
|
-18%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.7M
|
+$489K
|
+12,498
|
+44%
|
|
