|
1
|
|
$34.2M
|
+$995K
|
+7,141
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$34.1M
|
-$383K
|
-2,747
|
-1%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$26.1M
|
+$788K
|
+5,658
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$573K
|
+4,115
|
+3%
|
|
|
5
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$17M
|
+$1.75M
|
+12,573
|
+13%
|
|
|
6
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$15.4M
|
+$713K
|
+5,116
|
+5%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$13.8M
|
+$682K
|
+4,899
|
+6%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$12.3M
|
+$302K
|
+2,169
|
+3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9M
|
+$1.62M
|
+11,606
|
+18%
|
|
|
10
|
St Louis Trust
Saint Louis,
Missouri
|
$11.4M
|
–
|
–
|
–
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$9.3M
|
+$8.44M
|
+60,595
|
New
|
|
|
12
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$8.94M
|
-$131K
|
-943
|
-2%
|
|
|
13
|
Code Waechter
Tampa,
Florida
|
$8.77M
|
+$311K
|
+2,236
|
+4%
|
|
|
14
|
Balanced Wealth Group
Westlake,
Ohio
|
$7.94M
|
+$6.86M
|
+49,239
|
+1,956%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.84M
|
+$752K
|
+5,398
|
+12%
|
|
|
16
|
|
$7.67M
|
-$105K
|
-754
|
-1%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$7.65M
|
+$288K
|
+2,069
|
+4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6.54M
|
+$20.2K
|
+145
|
+0.3%
|
|
|
19
|
Kieckhefer Group
Mequon,
Wisconsin
|
$6.2M
|
-$15.2K
|
-109
|
-0.3%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.15M
|
-$150K
|
-1,074
|
-3%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.18M
|
-$112K
|
-803
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.12M
|
+$199K
|
+1,427
|
+4%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.11M
|
-$970K
|
-6,961
|
-17%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.87M
|
+$333K
|
+2,392
|
+8%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$4.51M
|
+$7.66K
|
+55
|
+0.2%
|
|
