|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$54.2M
|
-$165K
|
-3,169
|
-0.3%
|
|
|
2
|
|
$44.7M
|
-$6.53M
|
-125,236
|
-13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28M
|
+$4.19M
|
+80,338
|
+18%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.6M
|
-$5.74K
|
-110
|
-0%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.6M
|
+$18.5M
|
+355,268
|
+852%
|
|
|
6
|
Rockport Wealth
Fairview Park,
Ohio
|
$17.6M
|
+$26.9K
|
+515
|
+0.2%
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$16.4M
|
+$95.3K
|
+1,828
|
+0.6%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$16.2M
|
+$118K
|
+2,272
|
+0.8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$4.44M
|
-85,167
|
-25%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.2M
|
-$1.15M
|
-22,045
|
-8%
|
|
|
11
|
|
$12.8M
|
-$943K
|
-18,092
|
-7%
|
|
|
12
|
Black Diamond Financial
Towson,
Maryland
|
$10.3M
|
+$4.35M
|
+83,462
|
+78%
|
|
|
13
|
Matrix Trust Company
Denver,
Colorado
|
$9.6M
|
+$488K
|
+9,360
|
+6%
|
|
|
14
|
Steele Capital Management
Dubuque,
Iowa
|
$9.6M
|
+$488K
|
+9,360
|
+6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.78M
|
+$2.86M
|
+54,800
|
+51%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.38M
|
+$151K
|
+2,892
|
+2%
|
|
|
17
|
Opes Wealth Management
Menlo Park,
California
|
$6.95M
|
+$49.2K
|
+944
|
+0.7%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$6.82M
|
+$6.54M
|
+125,508
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$6.46M
|
+$68.7K
|
+1,317
|
+1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.19M
|
+$317K
|
+6,079
|
+6%
|
|
|
21
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$6.14M
|
+$47K
|
+901
|
+0.8%
|
|
|
22
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$5.1M
|
+$138K
|
+2,648
|
+3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.54M
|
+$9.23K
|
+177
|
+0.2%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$4.05M
|
+$68.2K
|
+1,308
|
+2%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.96M
|
+$185K
|
+3,551
|
+5%
|
|
