|
1
|
Bank of America
Charlotte,
North Carolina
|
$47.6M
|
-$8.8M
|
-195,655
|
-16%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19.3M
|
+$2.71M
|
+60,243
|
+17%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.1M
|
+$103K
|
+2,296
|
+0.6%
|
|
|
4
|
|
$18.8M
|
+$18.6M
|
+412,806
|
+2,293,367%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$16M
|
+$1.57M
|
+34,878
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.7M
|
-$446K
|
-9,917
|
-3%
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14.2M
|
-$831K
|
-18,473
|
-6%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$14.1M
|
-$858K
|
-19,080
|
-6%
|
|
|
9
|
|
$11.6M
|
-$4.26M
|
-94,689
|
-27%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.03M
|
-$2.58M
|
-57,376
|
-25%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.18M
|
+$400K
|
+8,883
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.95M
|
-$1.49M
|
-33,041
|
-18%
|
|
|
13
|
Steele Capital Management
Dubuque,
Iowa
|
$6.56M
|
-$70.5K
|
-1,567
|
-1%
|
|
|
14
|
Matrix Trust Company
Denver,
Colorado
|
$6.56M
|
-$62.2K
|
-1,383
|
-0.9%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$4.71M
|
-$67.8K
|
-1,508
|
-1%
|
|
|
16
|
Black Diamond Financial
Towson,
Maryland
|
$4.63M
|
+$761K
|
+16,905
|
+20%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$4.17M
|
+$66.1K
|
+1,469
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.63M
|
+$591K
|
+13,135
|
+20%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.46M
|
-$180K
|
-3,995
|
-5%
|
|
|
20
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3.34M
|
+$137K
|
+3,053
|
+4%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$3.3M
|
+$294K
|
+6,529
|
+10%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.3M
|
-$412K
|
-9,152
|
-11%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.16M
|
+$182K
|
+4,049
|
+6%
|
|
|
24
|
Members Advisory Group
Williamsville,
New York
|
$3.09M
|
+$304K
|
+6,762
|
+11%
|
|
|
25
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.05M
|
+$142K
|
+3,155
|
+5%
|
|
