|
1
|
|
$65.5M
|
+$12.7M
|
+737,848
|
+21%
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$37.5M
|
+$42.3M
|
+2,459,804
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$2.31M
|
+134,606
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$5.54M
|
+322,482
|
+46%
|
|
|
5
|
|
$15.6M
|
-$411K
|
-23,927
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$2.27M
|
-131,980
|
-14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$9.29M
|
+$5.43M
|
+316,113
|
+108%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$9.08M
|
+$1.89M
|
+110,270
|
+23%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.3M
|
+$938K
|
+54,565
|
+13%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$5.49M
|
+$523K
|
+30,461
|
+9%
|
|
|
11
|
First American Trust
Santa Ana,
California
|
$5.4M
|
-$118K
|
-6,865
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.02M
|
-$1.79M
|
-104,164
|
-24%
|
|
|
13
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$4.9M
|
+$121K
|
+7,017
|
+2%
|
|
|
14
|
AJ Wealth Strategies
New York
|
$4.89M
|
-$299K
|
-17,374
|
-5%
|
|
|
15
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$4.59M
|
+$4.62M
|
+269,171
|
+850%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.15M
|
+$36.4K
|
+2,120
|
+0.8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
+$439K
|
+25,557
|
+11%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.94M
|
+$1.55M
|
+89,982
|
+54%
|
|
|
19
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$3.86M
|
-$891K
|
-51,863
|
-17%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.46M
|
+$1.27M
|
+73,816
|
+48%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.25M
|
-$157K
|
-9,146
|
-4%
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.18M
|
+$400K
|
+23,266
|
+13%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.94M
|
+$315K
|
+18,356
|
+11%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
+$2M
|
+116,656
|
+162%
|
|
|
25
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$2.74M
|
-$87.1K
|
-5,069
|
-3%
|
|
