|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
+$655K
|
+17,446
|
+3%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$7.18M
|
+$7.28M
|
+194,118
|
New
|
|
|
3
|
Advisor Group
Phoenix,
Arizona
|
$4.92M
|
+$4.87M
|
+129,686
|
+4,000%
|
|
|
4
|
Segment Wealth Management
Houston,
Texas
|
$3.64M
|
+$155K
|
+4,140
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.01M
|
-$1.33M
|
-35,448
|
-30%
|
|
|
6
|
|
$3M
|
+$289K
|
+7,710
|
+11%
|
|
|
7
|
|
$2.75M
|
+$2.79M
|
+74,310
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$383K
|
+10,210
|
+40%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.2M
|
+$1.19M
|
+31,588
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$992K
|
+$764K
|
+20,352
|
+316%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$869K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$824K
|
+$133K
|
+3,552
|
+19%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$544K
|
-$1.86M
|
-49,442
|
-77%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$504K
|
+$176K
|
+4,700
|
+53%
|
|
|
15
|
Squar Milner Financial Services
Irvine,
California
|
$479K
|
+$11.8K
|
+314
|
+2%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$457K
|
+$464K
|
+12,358
|
New
|
|
|
17
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$91K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$47.7K
|
-$493K
|
-13,150
|
-91%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
+$25.7K
|
+686
|
+159%
|
|
|
20
|
WhitTier Trust Company
Reno,
Nevada
|
$36K
|
–
|
–
|
–
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$34K
|
–
|
–
|
–
|
|
|
22
|
|
$15K
|
+$3.75K
|
+100
|
+33%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
24
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$6K
|
+$6K
|
+160
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
