|
1
|
Grimes & Company
Westborough,
Massachusetts
|
$119M
|
+$1.08M
|
+16,179
|
+1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$89M
|
+$10.9M
|
+163,351
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$68.9M
|
+$333
|
+5
|
+0%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$57.8M
|
+$365K
|
+5,479
|
+0.7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.2M
|
-$2.49M
|
-37,479
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.9M
|
-$84.9K
|
-1,275
|
-0.3%
|
|
|
7
|
|
$30.1M
|
-$11.3M
|
-170,140
|
-28%
|
|
|
8
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$29.5M
|
+$1.26M
|
+18,933
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
+$1.72M
|
+25,810
|
+7%
|
|
|
10
|
Hill Island Financial
Grand Rapids,
Michigan
|
$25M
|
+$265K
|
+3,979
|
+1%
|
|
|
11
|
IAM Advisory
Easton,
Pennsylvania
|
$23.3M
|
-$116K
|
-1,744
|
-0.5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$316K
|
+4,744
|
+2%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$17.9M
|
-$395K
|
-5,937
|
-2%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$14.8M
|
+$436K
|
+6,556
|
+3%
|
|
|
15
|
Foundry Financial Group
Laconia,
New Hampshire
|
$9.83M
|
+$12.2K
|
+183
|
+0.1%
|
|
|
16
|
Cooper Financial Group
Irvine,
California
|
$8.47M
|
+$25.4K
|
+381
|
+0.3%
|
|
|
17
|
Elevation Capital Advisory
Bend,
Oregon
|
$7.02M
|
+$6.72M
|
+101,029
|
New
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$7.02M
|
+$6.72M
|
+101,029
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.53M
|
-$369K
|
-5,550
|
-7%
|
|
|
20
|
Goodman Advisory Group
Needham,
Massachusetts
|
$5.39M
|
-$413K
|
-6,198
|
-7%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$4.36M
|
-$145K
|
-2,184
|
-3%
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.08M
|
+$241K
|
+3,620
|
+7%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$3.95M
|
-$144K
|
-2,162
|
-4%
|
|
|
24
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.73M
|
+$125K
|
+1,874
|
+4%
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$3.42M
|
+$2.24M
|
+33,669
|
+157%
|
|
