|
1
|
|
$38.8M
|
-$977K
|
-228,736
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
+$1.08M
|
+252,718
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$1.47M
|
-343,986
|
-9%
|
|
|
4
|
Solutions 4 Wealth
Southlake,
Texas
|
$11M
|
+$1.51M
|
+353,770
|
+15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.59M
|
-$431K
|
-100,865
|
-5%
|
|
|
6
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$6.68M
|
+$1.14M
|
+267,962
|
+20%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.2M
|
+$1.58M
|
+369,764
|
+32%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.99M
|
+$779K
|
+182,509
|
+14%
|
|
|
9
|
|
$5.33M
|
+$448K
|
+105,021
|
+9%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$4.84M
|
-$206K
|
-48,320
|
-4%
|
|
|
11
|
Advisors Management Group
La Crosse,
Wisconsin
|
$4.61M
|
+$172K
|
+40,285
|
+4%
|
|
|
12
|
|
$3.06M
|
-$1.16M
|
-270,861
|
-26%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.83M
|
-$50.7K
|
-11,871
|
-2%
|
|
|
14
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$2.76M
|
+$247K
|
+57,787
|
+9%
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$1.69M
|
+$1.73M
|
+404,189
|
+3,408%
|
|
|
16
|
Mirador Capital Partners
Pleasanton,
California
|
$1.68M
|
+$47.2K
|
+11,046
|
+3%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.67M
|
-$382K
|
-89,500
|
-18%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
+$1.74M
|
+406,425
|
New
|
|
|
19
|
Manchester Financial
Westlake Village,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
20
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$944K
|
+$203K
|
+47,605
|
+26%
|
|
|
21
|
|
$920K
|
+$965K
|
+225,968
|
New
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$873K
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$872K
|
-$123K
|
-28,843
|
-12%
|
|
|
24
|
Millennium Management
New York
|
$837K
|
+$878K
|
+205,664
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$830K
|
-$57.3K
|
-13,422
|
-6%
|
|
