|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
-$680K
|
-19,256
|
-2%
|
|
|
2
|
|
$4.44M
|
+$534K
|
+15,108
|
+13%
|
|
|
3
|
Doliver Advisors
Houston,
Texas
|
$1.76M
|
+$1.3M
|
+36,922
|
+260%
|
|
|
4
|
|
$1.49M
|
+$129K
|
+3,641
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$35.9K
|
+1,017
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$14.1K
|
+399
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$862K
|
+$139K
|
+3,930
|
+19%
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$761K
|
+$212
|
+6
|
+0%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$726K
|
+$279K
|
+7,886
|
+60%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$675K
|
+$10.7K
|
+302
|
+2%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$511K
|
-$127K
|
-3,601
|
-19%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$442K
|
+$454K
|
+12,850
|
New
|
|
|
13
|
National Planning Corporation
El Segundo,
California
|
$346K
|
-$44.2K
|
-1,250
|
-10%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$331K
|
+$40.5K
|
+1,145
|
+13%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$298K
|
+$307K
|
+8,680
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$294K
|
+$25.8K
|
+730
|
+9%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$271K
|
-$106K
|
-3,000
|
-28%
|
|
|
18
|
1ST Source Bank
South Bend,
Indiana
|
$253K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$176K
|
+$1.13K
|
+32
|
+0.6%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$67K
|
-$3.53K
|
-100
|
-5%
|
|
|
21
|
Litman Gregory Wealth Management
Larkspur,
California
|
$55K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$51K
|
+$7.07K
|
+200
|
+16%
|
|
|
23
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$48K
|
–
|
–
|
–
|
|
|
24
|
|
$44K
|
+$17.9K
|
+508
|
+65%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
+$601
|
+17
|
+2%
|
|
