|
1
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$14.9M
|
+$719K
|
+16,438
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
-$678K
|
-15,499
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10M
|
+$448K
|
+10,230
|
+4%
|
|
|
4
|
|
$8.23M
|
+$6.08M
|
+138,920
|
+232%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$7.62M
|
+$639K
|
+14,590
|
+9%
|
|
|
6
|
Retirement Capital Strategies
San Jose,
California
|
$5.67M
|
-$313K
|
-7,155
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.26M
|
-$2.46M
|
-56,149
|
-35%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.67M
|
+$427K
|
+9,751
|
+12%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.99M
|
-$1.54M
|
-35,254
|
-33%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
+$1.25M
|
+28,551
|
+87%
|
|
|
11
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.07M
|
+$1.45M
|
+33,202
|
+198%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.93M
|
-$63.3K
|
-1,447
|
-3%
|
|
|
13
|
|
$1.65M
|
+$510K
|
+11,647
|
+41%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.39M
|
-$1.33M
|
-30,491
|
-48%
|
|
|
15
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.32M
|
+$481K
|
+11,000
|
+53%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
-$25.3K
|
-577
|
-2%
|
|
|
17
|
Flow Traders U.S.
New York
|
$1.13M
|
-$1.48M
|
-33,866
|
-55%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$943K
|
+$415K
|
+9,472
|
+71%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$935K
|
+$125K
|
+2,861
|
+15%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$931K
|
+$237K
|
+5,420
|
+32%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$819K
|
–
|
–
|
–
|
|
|
22
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$767K
|
+$914K
|
+20,877
|
New
|
|
|
23
|
Founders Capital Management (Texas)
Houston,
Texas
|
$727K
|
-$595K
|
-13,596
|
-44%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$656K
|
+$22.1K
|
+504
|
+3%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$548K
|
+$16.5K
|
+376
|
+3%
|
|
