|
1
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$26.5M
|
+$26.5M
|
+675,001
|
New
|
|
|
2
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.27M
|
-$194K
|
-4,951
|
-4%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.62M
|
+$347K
|
+8,847
|
+11%
|
|
|
4
|
Lantz Financial
Naperville,
Illinois
|
$2.36M
|
+$242K
|
+6,166
|
+11%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$2.34M
|
-$11.7K
|
-299
|
-0.5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.6M
|
+$535K
|
+13,641
|
+50%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.39M
|
+$222K
|
+5,661
|
+19%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$362K
|
+9,229
|
+47%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$806K
|
+$86.4K
|
+2,204
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$803K
|
-$86.3K
|
-2,201
|
-10%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$752K
|
+$130K
|
+3,312
|
+21%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$686K
|
+$685K
|
+17,474
|
New
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$482K
|
+$8.55K
|
+218
|
+2%
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$317K
|
-$947K
|
-24,162
|
-75%
|
|
|
15
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$249K
|
+$7.49K
|
+191
|
+3%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$246K
|
+$246K
|
+6,262
|
New
|
|
|
18
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$244K
|
+$41.2K
|
+1,051
|
+20%
|
|
|
19
|
M Holdings Securities
Portland,
Oregon
|
$238K
|
+$238K
|
+6,075
|
New
|
|
|
20
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$214K
|
-$19.3K
|
-493
|
-8%
|
|
|
21
|
Financial Connections Group
Corte Madera,
California
|
$213K
|
-$12.1K
|
-308
|
-5%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$52K
|
–
|
–
|
–
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$23.5K
|
–
|
–
|
–
|
|
|
24
|
Archer Investment Corporation
Carmel,
Indiana
|
$20.2K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.6K
|
-$11.8K
|
-300
|
-38%
|
|
