|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$57.2M
|
-$4.3M
|
-209,581
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
+$931K
|
+45,360
|
+5%
|
|
|
3
|
|
$15.8M
|
-$3.66M
|
-178,291
|
-19%
|
|
|
4
|
AlphaQ Advisors
Winter Park,
Florida
|
$8.26M
|
+$1.28M
|
+62,370
|
+18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.01M
|
+$3.77M
|
+183,442
|
+89%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.67M
|
+$92K
|
+4,484
|
+1%
|
|
|
7
|
Moneywise Inc
Forest,
Virginia
|
$6.19M
|
+$1.98M
|
+96,350
|
+47%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.91M
|
+$900K
|
+43,845
|
+30%
|
|
|
9
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.88M
|
-$95.5K
|
-4,651
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.65M
|
+$308K
|
+14,992
|
+9%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$3.61M
|
-$884K
|
-43,065
|
-20%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3M
|
+$2.3M
|
+111,986
|
+335%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.25M
|
-$5.03M
|
-244,926
|
-69%
|
|
|
14
|
TruWealth Advisors
Metairie,
Louisiana
|
$1.76M
|
+$203K
|
+9,869
|
+13%
|
|
|
15
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.68M
|
+$84.7K
|
+4,125
|
+5%
|
|
|
16
|
|
$1.63M
|
+$561K
|
+27,335
|
+53%
|
|
|
17
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.61M
|
+$114K
|
+5,531
|
+8%
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.49M
|
+$127K
|
+6,188
|
+9%
|
|
|
19
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.29M
|
+$34.5K
|
+1,681
|
+3%
|
|
|
20
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.25M
|
+$340K
|
+16,547
|
+38%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$1.24M
|
+$275K
|
+13,388
|
+29%
|
|
|
22
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.21M
|
+$1.13M
|
+55,131
|
+174%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$57.6K
|
-2,808
|
-5%
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.04M
|
+$1.03M
|
+50,281
|
New
|
|
|
25
|
Lakeside Advisors
Seattle,
Washington
|
$937K
|
–
|
–
|
–
|
|
