|
1
|
Grimes & Company
Westborough,
Massachusetts
|
$122M
|
-$2.18M
|
-26,960
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$106M
|
+$431K
|
+5,320
|
+0.4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$77.6M
|
-$5.1M
|
-63,011
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$65M
|
-$8.5M
|
-105,016
|
-11%
|
|
|
5
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$39.4M
|
+$447K
|
+5,524
|
+1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$38.1M
|
+$3.78M
|
+46,654
|
+11%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.7M
|
-$175K
|
-2,160
|
-0.5%
|
|
|
8
|
|
$33.1M
|
+$96.7K
|
+1,195
|
+0.3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
-$432K
|
-5,340
|
-2%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$23.5M
|
+$1.73M
|
+21,325
|
+8%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$36.6K
|
+452
|
+0.2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20M
|
+$638K
|
+7,885
|
+3%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.6M
|
+$1.6M
|
+19,711
|
+12%
|
|
|
14
|
Simplicity Wealth
Summit,
New Jersey
|
$13.2M
|
+$3.22M
|
+39,828
|
+31%
|
|
|
15
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$12.9M
|
+$8.47M
|
+104,661
|
+174%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.9M
|
+$8.48M
|
+104,771
|
+175%
|
|
|
17
|
IAM Advisory
Easton,
Pennsylvania
|
$12.6M
|
-$74.6K
|
-922
|
-0.6%
|
|
|
18
|
Cooper Financial Group
Irvine,
California
|
$11.1M
|
+$356K
|
+4,403
|
+3%
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.4M
|
+$115K
|
+1,418
|
+1%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.46M
|
+$7.72M
|
+95,339
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$7.4M
|
-$5.52M
|
-68,226
|
-42%
|
|
|
22
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$6.11M
|
+$2.74M
|
+33,904
|
+77%
|
|
|
23
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$5.16M
|
-$7.28K
|
-90
|
-0.1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.97M
|
-$7.61K
|
-94
|
-0.1%
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.94M
|
+$8.17K
|
+101
|
+0.2%
|
|
