|
1
|
|
$53.8M
|
+$150K
|
+2,951
|
+0.3%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.4M
|
+$398K
|
+7,813
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.7M
|
+$803K
|
+15,780
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
+$1.27M
|
+24,986
|
+6%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$19.5M
|
+$825K
|
+16,204
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$1.74M
|
+34,191
|
+10%
|
|
|
7
|
|
$17.2M
|
+$477K
|
+9,370
|
+3%
|
|
|
8
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$13.9M
|
-$1.91M
|
-37,520
|
-12%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$13.8M
|
-$1.95M
|
-38,262
|
-12%
|
|
|
10
|
Steele Capital Management
Dubuque,
Iowa
|
$8.2M
|
-$36.9K
|
-725
|
-0.4%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$8.2M
|
-$36.9K
|
-725
|
-0.4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.17M
|
-$163K
|
-3,208
|
-2%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.06M
|
-$141K
|
-2,772
|
-2%
|
|
|
14
|
Black Diamond Financial
Towson,
Maryland
|
$7.43M
|
+$396K
|
+7,784
|
+5%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$5.74M
|
+$5.9M
|
+115,954
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.36M
|
+$1M
|
+19,708
|
+22%
|
|
|
17
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$5.29M
|
+$5.45M
|
+107,024
|
New
|
|
|
18
|
Opes Wealth Management
Menlo Park,
California
|
$5.17M
|
+$1.07K
|
+21
|
+0%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.78M
|
+$1.74M
|
+34,180
|
+55%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$4.03M
|
-$34.5K
|
-677
|
-0.8%
|
|
|
21
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$4M
|
+$165K
|
+3,247
|
+4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.87M
|
+$42.3K
|
+832
|
+1%
|
|
|
23
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.68M
|
+$262K
|
+5,152
|
+7%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.53M
|
-$7.63K
|
-150
|
-0.2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.36M
|
+$18.5K
|
+364
|
+0.5%
|
|
