|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$54M
|
-$1.35M
|
-24,393
|
-2%
|
|
|
2
|
|
$47.2M
|
+$1.57M
|
+28,437
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$37.5M
|
+$8.93M
|
+161,609
|
+31%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.2M
|
+$30.3M
|
+549,014
|
+810%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.8M
|
+$1.6M
|
+28,968
|
+6%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.4M
|
+$389K
|
+7,047
|
+2%
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$17M
|
+$308K
|
+5,573
|
+2%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$16.9M
|
+$407K
|
+7,359
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$79.8K
|
-1,444
|
-0.6%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.6M
|
-$886K
|
-16,040
|
-7%
|
|
|
11
|
|
$12M
|
-$1.09M
|
-19,638
|
-8%
|
|
|
12
|
Black Diamond Financial
Towson,
Maryland
|
$11.6M
|
+$1.08M
|
+19,508
|
+10%
|
|
|
13
|
Matrix Trust Company
Denver,
Colorado
|
$9.88M
|
+$79K
|
+1,430
|
+0.8%
|
|
|
14
|
Steele Capital Management
Dubuque,
Iowa
|
$9.88M
|
+$79K
|
+1,430
|
+0.8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.34M
|
+$381K
|
+6,902
|
+4%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$9.26M
|
+$2.66M
|
+48,093
|
+40%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.89M
|
+$330K
|
+5,964
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8.39M
|
+$1.85M
|
+33,537
|
+29%
|
|
|
19
|
Opes Wealth Management
Menlo Park,
California
|
$7.11M
|
+$13.7K
|
+248
|
+0.2%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$7.01M
|
+$3.5M
|
+63,393
|
+101%
|
|
|
21
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$6.3M
|
+$26.9K
|
+486
|
+0.4%
|
|
|
22
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$5.91M
|
-$1.04M
|
-18,873
|
-15%
|
|
|
23
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$5.55M
|
+$339K
|
+6,127
|
+7%
|
|
|
24
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$4.88M
|
+$4.69M
|
+84,915
|
New
|
|
|
25
|
Beam Wealth Advisors
Covington,
Louisiana
|
$4.32M
|
+$396K
|
+7,166
|
+10%
|
|
