|
1
|
Bank of America
Charlotte,
North Carolina
|
$30M
|
+$16.3K
|
+445
|
+0.1%
|
|
|
2
|
|
$4.06M
|
+$186K
|
+5,097
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
-$666K
|
-18,205
|
-31%
|
|
|
4
|
|
$1.42M
|
+$56.7K
|
+1,551
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.11M
|
-$46.1K
|
-1,260
|
-4%
|
|
|
6
|
Advisor Group
Phoenix,
Arizona
|
$787K
|
+$809K
|
+22,138
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$754K
|
+$95.2K
|
+2,604
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$696K
|
-$650K
|
-17,766
|
-48%
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$659K
|
+$338K
|
+9,231
|
+100%
|
|
|
10
|
Doliver Advisors
Houston,
Texas
|
$509K
|
+$518K
|
+14,175
|
New
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$471K
|
-$31.6K
|
-863
|
-6%
|
|
|
12
|
National Planning Corporation
El Segundo,
California
|
$438K
|
+$47.5K
|
+1,300
|
+12%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$388K
|
+$398K
|
+10,884
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$302K
|
+$288K
|
+7,884
|
+1,314%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$278K
|
+$18.3K
|
+500
|
+7%
|
|
|
16
|
1ST Source Bank
South Bend,
Indiana
|
$262K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$181K
|
-$15.4K
|
-420
|
-8%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$74K
|
+$7.31K
|
+200
|
+11%
|
|
|
19
|
Litman Gregory Wealth Management
Larkspur,
California
|
$57K
|
–
|
–
|
–
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$50K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46K
|
+$256
|
+7
|
+0.5%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$38K
|
+$73
|
+2
|
+0.2%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$34K
|
+$73
|
+2
|
+0.2%
|
|
|
24
|
Reilly Financial Advisors
La Mesa,
California
|
$32K
|
–
|
–
|
–
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$30K
|
–
|
–
|
–
|
|
