|
1
|
|
$16M
|
+$13.9M
|
+559,521
|
+647%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$2.95M
|
+119,128
|
+30%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$10.7M
|
+$429K
|
+17,294
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.47M
|
-$1.72M
|
-69,376
|
-15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.88M
|
+$137K
|
+5,530
|
+2%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$6.6M
|
+$290K
|
+11,682
|
+5%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.25M
|
+$5.25M
|
+211,620
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.06M
|
-$1.99M
|
-80,251
|
-28%
|
|
|
9
|
|
$5.01M
|
+$520K
|
+20,984
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.48M
|
-$1.73M
|
-69,740
|
-28%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.94M
|
+$191K
|
+7,713
|
+5%
|
|
|
12
|
|
$3.63M
|
-$5.68M
|
-229,009
|
-61%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.53M
|
-$2.85M
|
-114,738
|
-45%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
-$238K
|
-9,584
|
-7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.1M
|
-$455K
|
-18,345
|
-13%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.88M
|
+$55.2K
|
+2,225
|
+2%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$2.58M
|
-$19.2K
|
-776
|
-0.7%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.37M
|
-$1.19M
|
-47,778
|
-33%
|
|
|
19
|
Flow Traders U.S.
New York
|
$2.13M
|
+$2.13M
|
+85,786
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.95M
|
+$313K
|
+12,625
|
+19%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.88M
|
+$621K
|
+25,048
|
+49%
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.83M
|
-$600K
|
-24,197
|
-25%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.82M
|
+$548K
|
+22,080
|
+43%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$1.78M
|
-$699K
|
-28,200
|
-28%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
+$852K
|
+34,342
|
+94%
|
|
