|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$41.5M
|
-$30.1M
|
-279,234
|
-44%
|
|
|
2
|
|
$27.6M
|
+$2.26M
|
+21,022
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23.7M
|
+$160K
|
+1,483
|
+0.7%
|
|
|
4
|
Strategic Advocates
Logan,
Utah
|
$16.4M
|
+$334K
|
+3,105
|
+2%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$15.8M
|
+$724K
|
+6,727
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$1.14M
|
-10,619
|
-8%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$12M
|
-$371K
|
-3,444
|
-3%
|
|
|
8
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$8.23M
|
+$880K
|
+8,178
|
+13%
|
|
|
9
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.51M
|
+$3.77K
|
+35
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.85M
|
+$3.02M
|
+28,049
|
+88%
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$6.61M
|
+$6.22M
|
+57,740
|
New
|
|
|
12
|
|
$5.88M
|
-$94K
|
-873
|
-2%
|
|
|
13
|
Code Waechter
Tampa,
Florida
|
$5.31M
|
+$4.99M
|
+46,367
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.01M
|
+$759K
|
+7,047
|
+19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.96M
|
-$1.07M
|
-9,931
|
-19%
|
|
|
16
|
Kieckhefer Group
Mequon,
Wisconsin
|
$4.75M
|
-$17.8K
|
-165
|
-0.4%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.47M
|
-$15.3M
|
-141,769
|
-78%
|
|
|
18
|
Del-Sette Capital Management
Schenectady,
New York
|
$4.44M
|
-$1.14M
|
-10,553
|
-21%
|
|
|
19
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.27M
|
-$2.15K
|
-20
|
-0.1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.2M
|
+$1.06M
|
+9,827
|
+37%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$4.13M
|
+$123K
|
+1,145
|
+3%
|
|
|
22
|
Principal Securities
Des Moines,
Iowa
|
$3.77M
|
+$321K
|
+2,983
|
+10%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.58M
|
-$706K
|
-6,554
|
-17%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.5M
|
-$76.4K
|
-710
|
-2%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$3.42M
|
+$3.21M
|
+29,845
|
New
|
|
