|
1
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$19.6M
|
+$548K
|
+11,949
|
+3%
|
|
|
2
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$11.3M
|
+$11.1M
|
+242,698
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.16M
|
+$818K
|
+17,834
|
+16%
|
|
|
4
|
Jackson Financial Management
Costa Mesa,
California
|
$5.62M
|
+$5.54M
|
+120,822
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.26M
|
+$97.2K
|
+2,119
|
+2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
+$167K
|
+3,636
|
+4%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
+$426K
|
+9,286
|
+26%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.08M
|
+$1.51M
|
+32,859
|
+276%
|
|
|
9
|
IMA Advisory Services
Denver,
Colorado
|
$1.87M
|
-$145K
|
-3,153
|
-7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
-$321K
|
-6,993
|
-16%
|
|
|
11
|
|
$1.66M
|
+$49.9K
|
+1,088
|
+3%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.04M
|
+$165K
|
+3,607
|
+19%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.03M
|
-$68K
|
-1,484
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$980K
|
+$115K
|
+2,504
|
+13%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$963K
|
–
|
–
|
–
|
|
|
16
|
ETrade Capital Management
Arlington,
Virginia
|
$776K
|
+$12.5K
|
+273
|
+2%
|
|
|
17
|
|
$697K
|
-$637K
|
-13,885
|
-48%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$671K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$598K
|
+$1.24K
|
+27
|
+0.2%
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$557K
|
-$18.9K
|
-413
|
-3%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$516K
|
+$509K
|
+11,095
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$495K
|
-$16.2K
|
-354
|
-3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$491K
|
-$36K
|
-786
|
-7%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$345K
|
+$340K
|
+7,422
|
New
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$344K
|
+$45.9K
|
+1,000
|
+16%
|
|
