|
1
|
LPL Financial
San Diego,
California
|
$28M
|
-$1.17M
|
-9,178
|
-4%
|
|
|
2
|
|
$26.8M
|
-$5.67M
|
-44,421
|
-17%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$20.5M
|
+$6.52M
|
+51,087
|
+45%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
+$518K
|
+4,058
|
+4%
|
|
|
5
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$12.2M
|
+$4.89M
|
+38,351
|
+64%
|
|
|
6
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$11.9M
|
+$2.27M
|
+17,770
|
+23%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$10.6M
|
-$473K
|
-3,707
|
-4%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$9.72M
|
+$102K
|
+802
|
+1%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.2M
|
+$1.04M
|
+8,127
|
+14%
|
|
|
10
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.37M
|
+$63.8K
|
+500
|
+0.9%
|
|
|
11
|
Code Waechter
Tampa,
Florida
|
$6.83M
|
+$642K
|
+5,035
|
+10%
|
|
|
12
|
Del-Sette Capital Management
Schenectady,
New York
|
$6.33M
|
+$799K
|
+6,268
|
+14%
|
|
|
13
|
|
$6.32M
|
+$96.2K
|
+754
|
+2%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$5.95M
|
+$2.13M
|
+16,686
|
+54%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.69M
|
+$260K
|
+2,039
|
+5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5.29M
|
-$286K
|
-2,241
|
-5%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.12M
|
-$730K
|
-5,727
|
-12%
|
|
|
18
|
Kieckhefer Group
Mequon,
Wisconsin
|
$5.05M
|
-$60.8K
|
-477
|
-1%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$5M
|
-$1.77M
|
-13,875
|
-26%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.3M
|
+$14.3K
|
+112
|
+0.3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.98M
|
-$4.21M
|
-32,989
|
-51%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.8M
|
+$3.32M
|
+26,066
|
+640%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$3.65M
|
-$104K
|
-814
|
-3%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$3.29M
|
+$82.8K
|
+649
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
-$434K
|
-3,400
|
-11%
|
|
