|
1
|
|
$34.1M
|
+$6.98M
|
+125,801
|
+25%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$1.33M
|
+24,018
|
+14%
|
|
|
3
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$8.51M
|
-$3.33M
|
-60,000
|
-28%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.31M
|
+$1.16M
|
+20,983
|
+19%
|
|
|
5
|
|
$5.77M
|
+$4.55M
|
+81,903
|
+352%
|
|
|
6
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.08M
|
+$177K
|
+3,196
|
+4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.04M
|
+$1.11M
|
+19,991
|
+37%
|
|
|
8
|
Wedbush Securities
Los Angeles,
California
|
$3.94M
|
+$1.59M
|
+28,603
|
+66%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.88M
|
-$53.4K
|
-962
|
-1%
|
|
|
10
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.82M
|
+$1.05M
|
+18,946
|
+37%
|
|
|
11
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.91M
|
-$215K
|
-3,866
|
-7%
|
|
|
12
|
SG Americas Securities
New York
|
$2.09M
|
+$2.12M
|
+38,125
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.97M
|
+$102K
|
+1,835
|
+5%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$1.97M
|
+$275K
|
+4,959
|
+16%
|
|
|
15
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.37M
|
+$499
|
+9
|
+0%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.15M
|
-$652K
|
-11,744
|
-36%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$1.1M
|
+$214K
|
+3,848
|
+24%
|
|
|
18
|
FundX Investment Group
San Francisco,
California
|
$1.09M
|
-$188K
|
-3,381
|
-15%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
-$2.87M
|
-51,727
|
-73%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.02M
|
+$76.5K
|
+1,379
|
+8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$979K
|
-$1.94K
|
-35
|
-0.2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$892K
|
+$135K
|
+2,438
|
+18%
|
|
|
23
|
Blue Barn Wealth
Orem,
Utah
|
$793K
|
–
|
–
|
–
|
|
|
24
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$635K
|
+$49.8K
|
+898
|
+8%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$616K
|
+$131K
|
+2,353
|
+27%
|
|
