|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
+$2.45M
|
+56,683
|
+22%
|
|
|
2
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$13.5M
|
-$4.05M
|
-93,731
|
-24%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.24M
|
+$1.32M
|
+30,456
|
+17%
|
|
|
4
|
M Holdings Securities
Portland,
Oregon
|
$7.81M
|
+$1.69M
|
+39,100
|
+29%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.46M
|
-$784K
|
-18,166
|
-10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.99M
|
+$743K
|
+17,196
|
+12%
|
|
|
7
|
Retirement Capital Strategies
San Jose,
California
|
$6.51M
|
-$43.3K
|
-1,002
|
-0.7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$6.25M
|
-$1.41M
|
-32,699
|
-19%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.79M
|
+$1.18M
|
+27,255
|
+27%
|
|
|
10
|
Barings
Charlotte,
North Carolina
|
$5.54M
|
–
|
–
|
–
|
|
|
11
|
|
$3.52M
|
+$3.39M
|
+78,487
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.18M
|
+$620K
|
+14,365
|
+25%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.57M
|
+$1.53M
|
+35,372
|
+162%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.05M
|
+$87.8K
|
+2,034
|
+5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
+$162K
|
+3,762
|
+12%
|
|
|
16
|
Founders Capital Management (Texas)
Houston,
Texas
|
$1.34M
|
+$50.3K
|
+1,165
|
+4%
|
|
|
17
|
|
$1.32M
|
-$825K
|
-19,102
|
-39%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
-$375K
|
-8,673
|
-24%
|
|
|
19
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$982K
|
+$151K
|
+3,500
|
+19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$943K
|
+$158K
|
+3,659
|
+21%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$850K
|
+$29.3K
|
+679
|
+4%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$819K
|
–
|
–
|
–
|
|
|
23
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$739K
|
+$196K
|
+4,535
|
+38%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$708K
|
+$86.4K
|
+2,000
|
+15%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$644K
|
+$26.4K
|
+611
|
+4%
|
|
