|
1
|
LPL Financial
San Diego,
California
|
$9.75M
|
+$1.16M
|
+45,741
|
+13%
|
|
|
2
|
|
$7.41M
|
+$2.04M
|
+80,711
|
+38%
|
|
|
3
|
Asset Dedication LLC
San Francisco,
California
|
$4.7M
|
+$36.5K
|
+1,443
|
+0.8%
|
|
|
4
|
BCS Wealth Management
Johnson City,
Tennessee
|
$4.46M
|
-$282K
|
-11,153
|
-6%
|
|
|
5
|
|
$4.33M
|
-$20.9K
|
-826
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.74M
|
-$1.39M
|
-54,865
|
-27%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2M
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
-$23.8K
|
-940
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.79M
|
+$183K
|
+7,216
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
-$48.5K
|
-1,915
|
-4%
|
|
|
11
|
|
$1.01M
|
+$453K
|
+17,889
|
+82%
|
|
|
12
|
Vista Finance
Clayton,
Missouri
|
$974K
|
+$289K
|
+11,421
|
+42%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$959K
|
+$129K
|
+5,080
|
+15%
|
|
|
14
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$954K
|
-$100K
|
-3,965
|
-10%
|
|
|
15
|
Flow Traders U.S.
New York
|
$942K
|
+$25
|
+1
|
+0%
|
|
|
16
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$918K
|
+$919K
|
+36,300
|
New
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$665K
|
-$108K
|
-4,250
|
-14%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$639K
|
-$64.5K
|
-2,549
|
-9%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$607K
|
-$125K
|
-4,935
|
-17%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$539K
|
–
|
–
|
–
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$531K
|
+$532K
|
+21,014
|
New
|
|
|
22
|
S.C. Financial Services
Scottsdale,
Arizona
|
$464K
|
+$233K
|
+9,189
|
+100%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$425K
|
+$63.9K
|
+2,525
|
+18%
|
|
|
24
|
Key Financial Inc
West Chester,
Pennsylvania
|
$411K
|
-$5.24K
|
-207
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$370K
|
-$89K
|
-3,515
|
-19%
|
|
