|
1
|
Bank of America
Charlotte,
North Carolina
|
$26.2M
|
+$2.55M
|
+76,088
|
+11%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$611K
|
+18,256
|
+3%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$16.9M
|
+$1.96M
|
+58,583
|
+13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.2M
|
+$81.1K
|
+2,423
|
+1%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$6.24M
|
+$1.69M
|
+50,354
|
+36%
|
|
|
6
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$3.95M
|
–
|
–
|
–
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.65M
|
-$1.1M
|
-32,732
|
-23%
|
|
|
8
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.46M
|
+$133K
|
+3,985
|
+4%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$591K
|
+$599K
|
+17,905
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$530K
|
+$537K
|
+16,056
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$492K
|
+$96.4K
|
+2,880
|
+24%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$473K
|
+$6.26K
|
+187
|
+1%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$358K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$354K
|
–
|
–
|
–
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$294K
|
+$2.84K
|
+85
|
+1%
|
|
|
16
|
|
$250K
|
-$1.17M
|
-35,010
|
-82%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$203K
|
+$8.3K
|
+248
|
+4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$79K
|
+$6.26K
|
+187
|
+8%
|
|
|
19
|
|
$44K
|
+$736
|
+22
|
+2%
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
21
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$24K
|
-720
|
Closed
|
|
