|
1
|
NorthRock Partners
Minneapolis,
Minnesota
|
$81.8M
|
-$3.95M
|
-61,372
|
-5%
|
|
|
2
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$54M
|
-$4.17M
|
-64,694
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$3.29M
|
+51,077
|
+7%
|
|
|
4
|
|
$35.3M
|
+$4.79M
|
+74,439
|
+17%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$30.6M
|
+$7.24M
|
+112,404
|
+33%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
-$939K
|
-14,578
|
-5%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$17.5M
|
+$6.39M
|
+99,261
|
+60%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$454K
|
+7,052
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$104K
|
+1,619
|
+0.9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$5.38M
|
+83,495
|
+106%
|
|
|
11
|
Western Wealth Management
Golden,
Colorado
|
$10.3M
|
+$129K
|
+1,996
|
+1%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$8.26M
|
-$134K
|
-2,080
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.53M
|
+$3.62M
|
+56,196
|
+101%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.1M
|
+$347K
|
+5,385
|
+5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.81M
|
+$877K
|
+13,619
|
+16%
|
|
|
16
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$5.78M
|
+$82.1K
|
+1,275
|
+2%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$5.39M
|
+$572K
|
+8,879
|
+12%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$4.59M
|
+$2.71M
|
+42,025
|
+161%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.34M
|
-$358K
|
-5,555
|
-8%
|
|
|
20
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$4.23M
|
+$46.9K
|
+729
|
+1%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$3.8M
|
+$277K
|
+4,306
|
+8%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.6M
|
-$8.01M
|
-124,394
|
-70%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$3.46M
|
–
|
–
|
–
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.44M
|
-$4.89K
|
-76
|
-0.1%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.27M
|
+$1.3M
|
+20,140
|
+71%
|
|
