|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$57.6M
|
+$1.57M
|
+76,694
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.6M
|
+$925K
|
+45,199
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$1M
|
+48,902
|
+5%
|
|
|
4
|
|
$18.1M
|
+$1.31M
|
+63,959
|
+8%
|
|
|
5
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$9.29M
|
+$7.92M
|
+386,915
|
+559%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.36M
|
-$254K
|
-12,435
|
-3%
|
|
|
7
|
TruWealth Advisors
Metairie,
Louisiana
|
$7.55M
|
-$759K
|
-37,086
|
-9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.27M
|
-$5.11M
|
-249,651
|
-41%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.24M
|
-$372K
|
-18,193
|
-5%
|
|
|
10
|
Moneywise Inc
Forest,
Virginia
|
$6.25M
|
-$1M
|
-49,106
|
-14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.94M
|
-$161K
|
-7,889
|
-3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.51M
|
-$312K
|
-15,262
|
-5%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.21M
|
-$105K
|
-5,152
|
-2%
|
|
|
14
|
|
$4.1M
|
+$2.78M
|
+136,107
|
+209%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$3.44M
|
+$3.45M
|
+168,668
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.35M
|
+$283K
|
+13,840
|
+14%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.29M
|
-$116K
|
-5,675
|
-5%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.22M
|
–
|
–
|
–
|
|
|
19
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$2.01M
|
+$121K
|
+5,901
|
+6%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.8M
|
+$1.81M
|
+88,429
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.73M
|
-$14.4K
|
-704
|
-0.8%
|
|
|
22
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.59M
|
-$18K
|
-878
|
-1%
|
|
|
23
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.41M
|
-$24.3K
|
-1,187
|
-2%
|
|
|
24
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.38M
|
+$16.2K
|
+790
|
+1%
|
|
|
25
|
Relative Value Partners Group
|
$1.38M
|
+$1.39M
|
+67,920
|
New
|
|
