|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$82.1M
|
+$67.1M
|
+1,370,872
|
+303%
|
|
|
2
|
|
$47.8M
|
-$1.25M
|
-25,550
|
-2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21M
|
+$1.3M
|
+26,463
|
+6%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$18M
|
+$218K
|
+4,461
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.9M
|
+$386K
|
+7,873
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
-$2.02M
|
-41,340
|
-10%
|
|
|
7
|
|
$15.9M
|
+$250K
|
+5,103
|
+1%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.2M
|
+$6.35M
|
+129,607
|
+79%
|
|
|
9
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$12.9M
|
+$204K
|
+4,157
|
+1%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$12.8M
|
+$181K
|
+3,701
|
+1%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$7.45M
|
-$22.1K
|
-451
|
-0.3%
|
|
|
12
|
Steele Capital Management
Dubuque,
Iowa
|
$7.45M
|
-$22.1K
|
-451
|
-0.3%
|
|
|
13
|
Black Diamond Financial
Towson,
Maryland
|
$6.46M
|
-$338K
|
-6,906
|
-5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.35M
|
-$1.18M
|
-24,100
|
-15%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$5.32M
|
+$673K
|
+13,739
|
+13%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$5.28M
|
+$61.7K
|
+1,260
|
+1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$4.97M
|
+$91.7K
|
+1,872
|
+2%
|
|
|
18
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$4.91M
|
+$91.8K
|
+1,874
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.64M
|
+$1.72M
|
+35,075
|
+52%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.53M
|
+$187K
|
+3,817
|
+4%
|
|
|
21
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3.9M
|
+$280K
|
+5,725
|
+7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.77M
|
+$272K
|
+5,559
|
+7%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$3.64M
|
-$36.3K
|
-741
|
-0.9%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.37M
|
+$173K
|
+3,537
|
+5%
|
|
|
25
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.29M
|
-$70.3K
|
-1,436
|
-2%
|
|
