|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$38.4M
|
+$5.47M
|
+151,783
|
+18%
|
|
|
2
|
|
$28.7M
|
+$5.46M
|
+151,563
|
+26%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
-$583K
|
-16,183
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$23.6M
|
-655,917
|
-60%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.2M
|
-$15.2K
|
-421
|
-0.1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$783K
|
+21,740
|
+7%
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$12.8M
|
-$15.9K
|
-442
|
-0.1%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.2M
|
+$3.19M
|
+88,577
|
+40%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$11.9M
|
+$581K
|
+16,122
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.37M
|
-$646K
|
-17,933
|
-7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.58M
|
+$792K
|
+21,983
|
+15%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$5.92M
|
+$260K
|
+7,217
|
+5%
|
|
|
13
|
Fiduciary Planning
Englewood,
Florida
|
$5.66M
|
+$3.59M
|
+99,597
|
+222%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
+$6.52K
|
+181
|
+0.1%
|
|
|
15
|
Axiom Financial Strategies
New Albany,
Indiana
|
$3.93M
|
+$396
|
+11
|
+0%
|
|
|
16
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.07M
|
+$1.86M
|
+51,516
|
+193%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.98M
|
+$1.37M
|
+38,118
|
+100%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.86M
|
+$350K
|
+9,705
|
+15%
|
|
|
19
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$2.7M
|
+$416K
|
+11,558
|
+20%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$2.51M
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.45M
|
-$268K
|
-7,440
|
-11%
|
|
|
22
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.42M
|
+$2.22M
|
+61,714
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$2.26M
|
+$37.5K
|
+1,042
|
+2%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.02M
|
+$1.86M
|
+51,655
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
+$548K
|
+15,223
|
+44%
|
|
