|
1
|
Wells Fargo
San Francisco,
California
|
$111M
|
+$12.6M
|
+243,085
|
+12%
|
|
|
2
|
|
$53.8M
|
+$6.37M
|
+122,947
|
+13%
|
|
|
3
|
Affinity Wealth Management
Wilmington,
Delaware
|
$41.8M
|
+$43.8M
|
+844,684
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$33.5M
|
+$2.89M
|
+55,700
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.3M
|
+$1.84M
|
+35,439
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$9.94M
|
+191,894
|
+65%
|
|
|
7
|
Axiom Financial Strategies
New Albany,
Indiana
|
$19.8M
|
+$8.66M
|
+167,171
|
+72%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$19.2M
|
+$6.33M
|
+122,084
|
+46%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$17M
|
+$80.9K
|
+1,562
|
+0.5%
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$16.6M
|
-$1.76M
|
-34,004
|
-9%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16M
|
-$11.4M
|
-220,178
|
-41%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$3.84M
|
+74,195
|
+36%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.27M
|
+$6.37M
|
+122,978
|
+191%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8M
|
+$6.11M
|
+117,989
|
+270%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.24M
|
+$3.72M
|
+71,727
|
+96%
|
|
|
16
|
NBC Securities
Birmingham,
Alabama
|
$4.87M
|
+$2.9M
|
+56,046
|
+133%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$4.53M
|
+$2.64M
|
+50,898
|
+125%
|
|
|
18
|
|
$4.2M
|
+$4.09M
|
+78,926
|
+1,341%
|
|
|
19
|
Del-Sette Capital Management
Schenectady,
New York
|
$3.73M
|
-$289K
|
-5,581
|
-7%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.7M
|
+$1.66M
|
+31,940
|
+70%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.26M
|
+$176K
|
+3,387
|
+5%
|
|
|
22
|
Redstone Wealth Management
Oklahoma City,
Oklahoma
|
$3.2M
|
+$3.35M
|
+64,576
|
New
|
|
|
23
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$3.04M
|
+$311K
|
+5,992
|
+11%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.04M
|
-$127K
|
-2,444
|
-4%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.86M
|
+$208K
|
+4,020
|
+7%
|
|
