|
1
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
+$14.6M
|
+414,811
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$71.4M
|
-$3.78M
|
-107,609
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$68.8M
|
+$7.56M
|
+215,309
|
+13%
|
|
|
4
|
|
$64.8M
|
+$12.5M
|
+355,193
|
+26%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52.3M
|
+$49.3M
|
+1,404,074
|
New
|
|
|
6
|
|
$36.5M
|
+$6.92M
|
+197,191
|
+25%
|
|
|
7
|
Daiwa Securities Group
Tokyo,
Japan
|
$28.4M
|
–
|
–
|
–
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.2M
|
+$1.5M
|
+42,661
|
+6%
|
|
|
9
|
Valley Wealth Managers
Paramus,
New Jersey
|
$20.6M
|
+$141K
|
+4,015
|
+0.7%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$20.2M
|
+$801K
|
+22,823
|
+4%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$17.4M
|
+$282K
|
+8,032
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$2.88M
|
+81,974
|
+22%
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$15.6M
|
+$710K
|
+20,220
|
+5%
|
|
|
14
|
Black Swift Group
Boulder,
Colorado
|
$13.1M
|
-$139K
|
-3,948
|
-1%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$3.79M
|
+107,990
|
+52%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.72M
|
+$1.09M
|
+30,925
|
+13%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.25M
|
+$136K
|
+3,872
|
+2%
|
|
|
18
|
Prudent Investors Network
Lake Forest,
California
|
$9.19M
|
+$336K
|
+9,563
|
+4%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$8.96M
|
+$1.94M
|
+55,229
|
+30%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.8M
|
+$612K
|
+17,430
|
+11%
|
|
|
21
|
Archford Capital Strategies
Swansea,
Illinois
|
$6.77M
|
+$260K
|
+7,396
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$6.58M
|
-$6.45M
|
-183,662
|
-51%
|
|
|
23
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$6.37M
|
+$3.87M
|
+110,317
|
+181%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.16M
|
-$740K
|
-21,074
|
-11%
|
|
|
25
|
Clarus Group
Houston,
Texas
|
$5.81M
|
+$257K
|
+7,324
|
+5%
|
|
