|
1
|
|
$40.7M
|
+$2.84M
|
+54,552
|
+7%
|
|
|
2
|
|
$12.2M
|
+$749K
|
+14,363
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.85M
|
-$42.6K
|
-818
|
-0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.73M
|
-$4.52M
|
-86,615
|
-43%
|
|
|
5
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$5.44M
|
-$1.27M
|
-24,412
|
-19%
|
|
|
6
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.85M
|
+$1.33M
|
+25,600
|
+36%
|
|
|
7
|
HSBC Holdings
London,
United Kingdom
|
$4.56M
|
-$245K
|
-4,700
|
-5%
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.89M
|
+$86.4K
|
+1,658
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.81M
|
+$54.4K
|
+1,044
|
+1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.39M
|
+$209K
|
+4,009
|
+10%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$3.29M
|
+$93.8K
|
+1,800
|
+3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.53M
|
-$263K
|
-5,044
|
-9%
|
|
|
13
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.3M
|
-$145K
|
-2,778
|
-6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$756K
|
+14,502
|
+51%
|
|
|
15
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.15M
|
+$819K
|
+15,712
|
+59%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.78M
|
-$391K
|
-7,502
|
-18%
|
|
|
17
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.6M
|
+$564K
|
+10,820
|
+52%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.54M
|
+$1.59M
|
+30,416
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
+$281K
|
+5,385
|
+26%
|
|
|
20
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.26M
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$1.13M
|
+$71.5K
|
+1,371
|
+7%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$932K
|
-$17.8K
|
-342
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$852K
|
-$126K
|
-2,423
|
-13%
|
|
|
24
|
Blue Barn Wealth
Orem,
Utah
|
$793K
|
+$2.82K
|
+54
|
+0.3%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$705K
|
+$85.2K
|
+1,635
|
+13%
|
|
