|
1
|
|
$67M
|
-$4.06M
|
-59,920
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$50M
|
-$4.29M
|
-63,311
|
-7%
|
|
|
3
|
Intellus Advisors
Naples,
Florida
|
$31.6M
|
+$1.73M
|
+25,521
|
+5%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$30.9M
|
+$4.12M
|
+60,768
|
+14%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30M
|
-$3.47M
|
-51,251
|
-10%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.8M
|
-$4.15M
|
-61,318
|
-13%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.3M
|
+$1.01M
|
+14,911
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
-$1.05M
|
-15,466
|
-4%
|
|
|
9
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$21M
|
+$1.94M
|
+28,660
|
+10%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.2M
|
+$8.73M
|
+128,891
|
+103%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$7.49M
|
+110,635
|
+81%
|
|
|
12
|
360 Financial
Wayzata,
Minnesota
|
$14.9M
|
+$980K
|
+14,468
|
+7%
|
|
|
13
|
Opus Capital Group
Cincinnati,
Ohio
|
$14.3M
|
+$192K
|
+2,837
|
+1%
|
|
|
14
|
ALM First Financial Advisors
Dallas,
Texas
|
$14.2M
|
+$1.8M
|
+26,519
|
+13%
|
|
|
15
|
Atomi Financial Group
New York
|
$13.9M
|
+$2.19M
|
+32,319
|
+17%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$1.92M
|
+28,296
|
+16%
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$12.6M
|
+$793K
|
+11,708
|
+6%
|
|
|
18
|
VestGen Advisors
Inverness,
Illinois
|
$11.7M
|
+$12.5M
|
+184,152
|
New
|
|
|
19
|
Verum Partners
Charlotte,
North Carolina
|
$11.5M
|
-$232K
|
-3,426
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$2.9M
|
+42,860
|
+35%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.2M
|
-$265K
|
-3,908
|
-2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$9.95M
|
+$1.4M
|
+20,707
|
+15%
|
|
|
23
|
Fermata Advisors
Sonoma,
California
|
$9.03M
|
-$629K
|
-9,291
|
-6%
|
|
|
24
|
DKM Wealth Management
Stockton,
California
|
$8.71M
|
-$2.07M
|
-30,620
|
-18%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$8.17M
|
+$643K
|
+9,489
|
+8%
|
|
