|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$49.8M
|
-$37.9M
|
-821,949
|
-45%
|
|
|
2
|
|
$47.2M
|
-$5.24M
|
-113,558
|
-11%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.4M
|
+$1.17M
|
+25,362
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$21.6M
|
+$1.76M
|
+38,089
|
+10%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$18.8M
|
-$949K
|
-20,546
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$1.23M
|
-26,626
|
-7%
|
|
|
7
|
Rockport Wealth
Fairview Park,
Ohio
|
$16.1M
|
+$15M
|
+324,071
|
New
|
|
|
8
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14.9M
|
+$644K
|
+13,957
|
+5%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$14.7M
|
+$569K
|
+12,321
|
+4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.2M
|
-$1.3M
|
-28,163
|
-10%
|
|
|
11
|
|
$12.6M
|
-$4.57M
|
-99,093
|
-28%
|
|
|
12
|
Matrix Trust Company
Denver,
Colorado
|
$8.33M
|
+$98K
|
+2,123
|
+1%
|
|
|
13
|
Steele Capital Management
Dubuque,
Iowa
|
$8.33M
|
+$98K
|
+2,123
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$7.53M
|
+$477K
|
+10,328
|
+7%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$6.32M
|
+$409K
|
+8,869
|
+8%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$5.85M
|
+$19.9K
|
+430
|
+0.4%
|
|
|
17
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$5.58M
|
+$154K
|
+3,334
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.37M
|
-$101K
|
-2,180
|
-2%
|
|
|
19
|
Black Diamond Financial
Towson,
Maryland
|
$5.32M
|
-$1.68M
|
-36,469
|
-25%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
+$174K
|
+3,777
|
+4%
|
|
|
21
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$4.54M
|
+$213K
|
+4,617
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.15M
|
-$10.4K
|
-226
|
-0.3%
|
|
|
23
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.65M
|
+$13.6K
|
+294
|
+0.4%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.45M
|
-$258K
|
-5,585
|
-7%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$3.32M
|
+$1.03M
|
+22,228
|
+50%
|
|
