|
1
|
LPL Financial
San Diego,
California
|
$22.9M
|
-$3.13M
|
-49,111
|
-12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
+$30.6K
|
+479
|
+0.1%
|
|
|
3
|
|
$13.4M
|
-$2.47M
|
-38,746
|
-15%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.1M
|
-$1.65M
|
-25,915
|
-11%
|
|
|
5
|
SAM Advisors
Oakhurst,
California
|
$12.3M
|
+$167K
|
+2,617
|
+1%
|
|
|
6
|
American Money Management
Rancho Santa Fe,
California
|
$11.8M
|
+$253K
|
+3,965
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$3.46M
|
+54,170
|
+47%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.82M
|
+$110K
|
+1,726
|
+1%
|
|
|
9
|
KWB Wealth
Redlands,
California
|
$9.67M
|
–
|
–
|
–
|
|
|
10
|
|
$8.63M
|
+$384K
|
+6,021
|
+5%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$7.68M
|
+$66.9K
|
+1,049
|
+0.9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$7.45M
|
+$540K
|
+8,469
|
+8%
|
|
|
13
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$7.36M
|
-$441K
|
-6,915
|
-6%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$7.21M
|
-$1.31M
|
-20,557
|
-15%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.51M
|
+$6.03M
|
+94,464
|
+909%
|
|
|
16
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.9M
|
+$6.06M
|
+95,046
|
New
|
|
|
17
|
Marshall Wace
London,
United Kingdom
|
$5.45M
|
–
|
–
|
–
|
|
|
18
|
|
$5.06M
|
+$59.9K
|
+939
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.94M
|
-$747K
|
-11,713
|
-13%
|
|
|
20
|
Tactive Advisors
Jacksonville,
Florida
|
$4.76M
|
-$3.49M
|
-54,789
|
-42%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$4.55M
|
+$4.67M
|
+73,193
|
New
|
|
|
22
|
Berger Financial Group
Plymouth,
Minnesota
|
$4.33M
|
-$5.93K
|
-93
|
-0.1%
|
|
|
23
|
|
$4.18M
|
+$70.3K
|
+1,102
|
+2%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.05M
|
+$1.43M
|
+22,474
|
+50%
|
|
|
25
|
Summit Financial
Parsippany,
New Jersey
|
$3.94M
|
+$1.78M
|
+27,836
|
+78%
|
|
