|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.9M
|
-$4.17M
|
-94,275
|
-7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.4M
|
-$5.04K
|
-114
|
-0%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.9M
|
+$3.91M
|
+88,361
|
+32%
|
|
|
4
|
|
$16.3M
|
-$292K
|
-6,595
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$996K
|
+22,518
|
+7%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$15.4M
|
-$258K
|
-5,822
|
-2%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$15.4M
|
+$114K
|
+2,579
|
+0.8%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$14.8M
|
-$533K
|
-12,042
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$432K
|
+9,766
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.66M
|
+$657K
|
+14,856
|
+9%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.94M
|
+$288K
|
+6,521
|
+5%
|
|
|
12
|
Steele Capital Management
Dubuque,
Iowa
|
$6.79M
|
-$184K
|
-4,153
|
-3%
|
|
|
13
|
Matrix Trust Company
Denver,
Colorado
|
$6.79M
|
-$179K
|
-4,056
|
-3%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$4.9M
|
-$103K
|
-2,339
|
-2%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$4.2M
|
+$542K
|
+12,242
|
+16%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.8M
|
-$148K
|
-3,341
|
-4%
|
|
|
17
|
Black Diamond Financial
Towson,
Maryland
|
$3.73M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.73M
|
-$104K
|
-2,358
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.53M
|
+$189K
|
+4,276
|
+6%
|
|
|
20
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3.28M
|
+$213K
|
+4,823
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.1M
|
-$22.4K
|
-506
|
-0.8%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$3.07M
|
+$115K
|
+2,608
|
+4%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.05M
|
+$130K
|
+2,928
|
+5%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.97M
|
+$81.9K
|
+1,851
|
+3%
|
|
|
25
|
Members Advisory Group
Williamsville,
New York
|
$2.85M
|
+$81K
|
+1,832
|
+3%
|
|
