|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$16.1M
|
+$385K
|
+19,730
|
+2%
|
|
|
2
|
Longer Investments
Fayetteville,
Arkansas
|
$11.8M
|
+$707K
|
+36,205
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$165K
|
-8,461
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.97M
|
+$1.07M
|
+54,821
|
+27%
|
|
|
5
|
|
$4.82M
|
-$136K
|
-6,990
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.46M
|
-$160K
|
-8,200
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.33M
|
-$2.14M
|
-109,652
|
-39%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.32M
|
+$441K
|
+22,567
|
+15%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.73M
|
+$1.05M
|
+53,926
|
+62%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$1.83M
|
-$540K
|
-27,648
|
-23%
|
|
|
11
|
National Planning Corporation
El Segundo,
California
|
$1.47M
|
+$112K
|
+5,718
|
+8%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.37M
|
-$404K
|
-20,687
|
-23%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.23M
|
-$1.41M
|
-72,367
|
-53%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.2M
|
-$88.1K
|
-4,514
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$784K
|
+$168K
|
+8,581
|
+27%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$778K
|
-$20.9K
|
-1,070
|
-3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$767K
|
-$41.2K
|
-2,112
|
-5%
|
|
|
18
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$760K
|
-$5.86K
|
-300
|
-0.8%
|
|
|
19
|
Country Club Trust
Kansas City,
Missouri
|
$760K
|
-$4.88K
|
-250
|
-0.6%
|
|
|
20
|
Advisor Consultant Network
Cleveland,
Ohio
|
$760K
|
+$766K
|
+39,225
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$724K
|
-$18K
|
-920
|
-2%
|
|
|
22
|
|
$721K
|
-$1.26M
|
-64,707
|
-63%
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$687K
|
-$205K
|
-10,479
|
-23%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$685K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$641K
|
+$241K
|
+12,332
|
+60%
|
|
