|
1
|
|
$23M
|
+$1.96M
|
+28,158
|
+10%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
+$7.74M
|
+110,928
|
+153%
|
|
|
3
|
Cambria Investment Management
Manhattan Beach,
California
|
$8.54M
|
+$8.26M
|
+118,446
|
New
|
|
|
4
|
|
$6.28M
|
+$2.23M
|
+31,895
|
+58%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.25M
|
+$1.86M
|
+26,706
|
+58%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.6M
|
+$2.82M
|
+40,427
|
+428%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.27M
|
+$709K
|
+10,164
|
+29%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$3.24M
|
+$620K
|
+8,891
|
+25%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.34M
|
-$37.8K
|
-542
|
-2%
|
|
|
10
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.95M
|
-$1.74K
|
-25
|
-0.1%
|
|
|
11
|
|
$1.77M
|
-$840K
|
-12,035
|
-33%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$988K
|
+14,163
|
+142%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.44M
|
–
|
–
|
–
|
|
|
14
|
CAZ Investments
Houston,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$904K
|
+$874K
|
+12,533
|
New
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$894K
|
+$4.39K
|
+63
|
+0.5%
|
|
|
17
|
|
$667K
|
–
|
–
|
–
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$656K
|
-$27.4K
|
-393
|
-4%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$599K
|
-$518K
|
-7,425
|
-47%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$559K
|
+$23.9K
|
+343
|
+5%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$521K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$457K
|
+$19.3K
|
+277
|
+5%
|
|
|
23
|
Rossby Financial
Melbourne,
Florida
|
$440K
|
-$69.8K
|
-1,000
|
-14%
|
|
|
24
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$311K
|
–
|
–
|
–
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$284K
|
-$6.98K
|
-100
|
-2%
|
|
