|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.2M
|
+$1.36M
|
+40,758
|
+6%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$1.27M
|
+38,075
|
+7%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$15.2M
|
+$2.05M
|
+61,581
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.26M
|
+$820K
|
+24,576
|
+13%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.83M
|
+$451K
|
+13,530
|
+10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.67M
|
-$3.49M
|
-104,589
|
-43%
|
|
|
7
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$4.03M
|
–
|
–
|
–
|
|
|
8
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.4M
|
+$3.37M
|
+100,991
|
New
|
|
|
9
|
|
$1.43M
|
+$694K
|
+20,801
|
+95%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$476K
|
-$11.6K
|
-348
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$405K
|
+$90K
|
+2,700
|
+29%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$365K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$361K
|
–
|
–
|
–
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$297K
|
-$33
|
-1
|
-0%
|
|
|
15
|
Next Financial Group
Houston,
Texas
|
$199K
|
+$8.87K
|
+266
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$74K
|
–
|
–
|
–
|
|
|
17
|
|
$44K
|
–
|
–
|
–
|
|
|
18
|
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Tradition Wealth Management
Edina,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
20
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$8K
|
-$8.34K
|
-250
|
-51%
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Elmwood Wealth Management
Berkeley,
California
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$1.66M
|
-49,793
|
Closed
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
–
|
-$133K
|
-4,074
|
Closed
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$20K
|
-621
|
Closed
|
|
