|
1
|
Charles Schwab
San Francisco,
California
|
$300M
|
+$219M
|
+7,489,437
|
+295%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$26.8M
|
+$26.2M
|
+895,145
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
+$12.2M
|
+417,784
|
+122%
|
|
|
5
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$7.03M
|
+$6.89M
|
+235,031
|
New
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.92M
|
+$287K
|
+9,795
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.46M
|
+$3.48M
|
+118,681
|
+391%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.39M
|
+$1.14M
|
+38,850
|
+36%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.35M
|
+$1.52M
|
+52,037
|
+56%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.3M
|
+$3.48M
|
+118,903
|
+476%
|
|
|
11
|
55I LLC
Boston,
Massachusetts
|
$2.97M
|
+$2.91M
|
+99,198
|
New
|
|
|
12
|
Wealth Alliance
Mellville,
New York
|
$2.95M
|
-$42.7K
|
-1,458
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.87M
|
+$2.24M
|
+76,622
|
+396%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.56M
|
+$1.34M
|
+45,831
|
+115%
|
|
|
15
|
BFSG LLC
Irvine,
California
|
$2.23M
|
+$2.18M
|
+74,585
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.89M
|
+$1.85M
|
+63,284
|
New
|
|
|
17
|
NWAM LLC
Mercer Island,
Washington
|
$1.87M
|
+$50.2K
|
+1,714
|
+3%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.78M
|
+$1.75M
|
+59,659
|
New
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.38M
|
+$1.08M
|
+36,873
|
+400%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.33M
|
+$1.31M
|
+44,578
|
New
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$1.25M
|
-$21.6K
|
-739
|
-2%
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.16M
|
+$5.86K
|
+200
|
+0.5%
|
|
|
23
|
First National Corp
Rockland,
Massachusetts
|
$1.04M
|
+$380K
|
+12,965
|
+59%
|
|
|
24
|
Silicon Hills Wealth Management
Austin,
Texas
|
$975K
|
-$420K
|
-14,344
|
-31%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$920K
|
-$66.1K
|
-2,258
|
-7%
|
|
