|
1
|
Bank of America
Charlotte,
North Carolina
|
$58.8M
|
+$42.4M
|
+1,080,163
|
+420%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.4M
|
+$729K
|
+18,554
|
+5%
|
|
|
3
|
|
$15.7M
|
-$1.9M
|
-48,287
|
-12%
|
|
|
4
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14.9M
|
+$1.02M
|
+25,895
|
+8%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$14.5M
|
+$970K
|
+24,698
|
+8%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$14.4M
|
+$12.9M
|
+327,373
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$4.01M
|
+102,007
|
+49%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.1M
|
+$10.8M
|
+275,571
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.87M
|
+$1.51M
|
+38,438
|
+21%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$7.57M
|
+$1.13M
|
+28,817
|
+20%
|
|
|
11
|
Steele Capital Management
Dubuque,
Iowa
|
$6.6M
|
+$5.9M
|
+150,035
|
New
|
|
|
12
|
Matrix Trust Company
Denver,
Colorado
|
$6.59M
|
+$11K
|
+281
|
+0.2%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.27M
|
+$137K
|
+3,488
|
+3%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$4.73M
|
+$40.4K
|
+1,028
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.01M
|
+$1.86M
|
+47,385
|
+108%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.01M
|
+$296K
|
+7,524
|
+9%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.74M
|
+$227K
|
+5,784
|
+7%
|
|
|
18
|
Black Diamond Financial
Towson,
Maryland
|
$3.73M
|
+$93.8K
|
+2,388
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.63M
|
+$455K
|
+11,574
|
+16%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.43M
|
+$12.5K
|
+318
|
+0.4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.15M
|
-$1.07M
|
-27,205
|
-28%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
-$32.6K
|
-829
|
-1%
|
|
|
23
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$2.88M
|
+$2.58M
|
+65,547
|
New
|
|
|
24
|
Atria Wealth Solutions
New York
|
$2.79M
|
+$8.84K
|
+225
|
+0.4%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.75M
|
+$2.46M
|
+62,604
|
New
|
|
