|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$577K
|
+21,898
|
+4%
|
|
|
2
|
|
$13.4M
|
-$1.8M
|
-68,375
|
-12%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$12.5M
|
-$2.77M
|
-104,994
|
-18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.27M
|
+$7.45M
|
+282,808
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.15M
|
-$230K
|
-8,738
|
-4%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$4.92M
|
-$250K
|
-9,475
|
-5%
|
|
|
7
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.21M
|
+$381K
|
+14,460
|
+13%
|
|
|
8
|
SII Investments
Appleton,
Wisconsin
|
$2.89M
|
-$3.9M
|
-148,206
|
-57%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.62M
|
-$116K
|
-4,415
|
-4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.62M
|
+$43.7K
|
+1,658
|
+2%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$2.08M
|
+$349K
|
+13,231
|
+20%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01M
|
+$309K
|
+11,746
|
+18%
|
|
|
13
|
Ashfield Capital Partners
San Francisco,
California
|
$1.9M
|
+$25K
|
+948
|
+1%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.82M
|
+$668K
|
+25,359
|
+56%
|
|
|
15
|
National Planning Corporation
El Segundo,
California
|
$1.62M
|
-$55.8K
|
-2,117
|
-3%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$1.29M
|
+$1.33M
|
+50,328
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
+$1.11M
|
+42,130
|
+560%
|
|
|
18
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.21M
|
+$1.24M
|
+46,990
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.15M
|
+$507K
|
+19,231
|
+75%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$1.12M
|
+$1.15M
|
+43,626
|
New
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1M
|
+$1.02M
|
+38,895
|
New
|
|
|
22
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$821K
|
+$842K
|
+31,974
|
New
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$799K
|
-$129K
|
-4,900
|
-14%
|
|
|
24
|
Confluence Wealth Management
Portland,
Oregon
|
$751K
|
+$8.4K
|
+319
|
+1%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$692K
|
-$5.58K
|
-212
|
-0.8%
|
|
