|
1
|
|
$64.2M
|
-$6.72M
|
-339,823
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$32.8M
|
-$1.68M
|
-84,998
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$25.1M
|
-$5.48K
|
-277
|
-0%
|
|
|
4
|
Kaye Capital Management
El Segundo,
California
|
$20.7M
|
-$1.43M
|
-72,392
|
-7%
|
|
|
5
|
Modern Wealth Management
Lenexa,
Kansas
|
$20.7M
|
+$19.9M
|
+1,008,078
|
New
|
|
|
6
|
Strategic Wealth Partners
Independence,
Ohio
|
$19.7M
|
+$19M
|
+958,671
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$34.8K
|
+1,761
|
+0.2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$752K
|
+38,000
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
-$325K
|
-16,424
|
-2%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.2M
|
+$3.85M
|
+194,811
|
+55%
|
|
|
11
|
Equitable Holdings
New York
|
$9.27M
|
+$928K
|
+46,891
|
+12%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.17M
|
-$392K
|
-19,835
|
-5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.61M
|
-$465K
|
-23,525
|
-7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.32M
|
-$61.7K
|
-3,117
|
-1%
|
|
|
15
|
Morton Capital Management
Calabasas,
California
|
$5.25M
|
-$116K
|
-5,870
|
-2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.21M
|
+$11.9K
|
+600
|
+0.2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.91M
|
+$182K
|
+9,181
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.75M
|
-$296K
|
-14,977
|
-6%
|
|
|
19
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.66M
|
+$23.4K
|
+1,185
|
+0.5%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.65M
|
-$115K
|
-5,806
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.5M
|
-$211K
|
-10,683
|
-5%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$4.22M
|
+$244K
|
+12,317
|
+6%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$3.96M
|
+$44.1K
|
+2,230
|
+1%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.97M
|
-$67.1K
|
-3,393
|
-2%
|
|
|
25
|
Cheviot Value Management
Beverly Hills,
California
|
$2.73M
|
+$97.7K
|
+4,938
|
+4%
|
|
