|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$43.2M
|
-$951K
|
-8,017
|
-2%
|
|
|
2
|
|
$30.6M
|
+$1.17M
|
+9,825
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$27M
|
+$1.73M
|
+14,617
|
+7%
|
|
|
4
|
Strategic Advocates
Logan,
Utah
|
$18.2M
|
+$717K
|
+6,039
|
+4%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$16.7M
|
-$16.5K
|
-139
|
-0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$926K
|
-7,801
|
-6%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$12.3M
|
-$389K
|
-3,280
|
-3%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$9.4M
|
+$4.88M
|
+41,139
|
+114%
|
|
|
9
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$9.2M
|
+$435K
|
+3,668
|
+5%
|
|
|
10
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.92M
|
-$71K
|
-598
|
-0.9%
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$7.25M
|
+$210K
|
+1,772
|
+3%
|
|
|
12
|
|
$6.35M
|
+$87.6K
|
+738
|
+1%
|
|
|
13
|
Code Waechter
Tampa,
Florida
|
$5.84M
|
+$215K
|
+1,813
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.5M
|
-$1.74M
|
-14,693
|
-25%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.5M
|
+$1.65M
|
+13,926
|
+45%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.36M
|
+$579K
|
+4,879
|
+12%
|
|
|
17
|
Del-Sette Capital Management
Schenectady,
New York
|
$5.28M
|
+$545K
|
+4,595
|
+12%
|
|
|
18
|
Kieckhefer Group
Mequon,
Wisconsin
|
$5.07M
|
+$9.97K
|
+84
|
+0.2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.76M
|
-$511K
|
-4,307
|
-10%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.75M
|
-$569K
|
-4,793
|
-11%
|
|
|
21
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.65M
|
+$102K
|
+860
|
+2%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.72M
|
-$5.81K
|
-49
|
-0.2%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$3.6M
|
-$402K
|
-3,385
|
-10%
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$3.54M
|
-$90.3K
|
-761
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.2M
|
-$1.23M
|
-10,407
|
-28%
|
|
