|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$19.6M
|
+$19.9M
|
+575,813
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$9.12M
|
+263,338
|
+85%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
-$209K
|
-6,038
|
-1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$425K
|
+12,288
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.15M
|
-$21.1M
|
-609,883
|
-87%
|
|
|
6
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.99M
|
+$3.05M
|
+88,134
|
New
|
|
|
7
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$2.85M
|
–
|
–
|
–
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.48M
|
-$1.24M
|
-35,853
|
-33%
|
|
|
9
|
|
$2.34M
|
-$312
|
-9
|
-0%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
+$645K
|
+18,639
|
+38%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$2.25M
|
+$614K
|
+17,728
|
+37%
|
|
|
12
|
Kaydan Wealth Management
Fenton,
Michigan
|
$941K
|
-$43K
|
-1,243
|
-4%
|
|
|
13
|
Mission Creek Capital Partners
San Francisco,
California
|
$864K
|
-$36.7K
|
-1,061
|
-4%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$801K
|
+$801K
|
+23,130
|
+4,921%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$651K
|
+$429K
|
+12,395
|
+183%
|
|
|
16
|
|
$558K
|
+$569K
|
+16,428
|
New
|
|
|
17
|
|
$350K
|
–
|
–
|
–
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$327K
|
+$1.56K
|
+45
|
+0.5%
|
|
|
19
|
Nova Wealth Management
Bonita Springs,
Florida
|
$305K
|
+$311K
|
+8,991
|
New
|
|
|
20
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$280K
|
-$16K
|
-461
|
-5%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$179K
|
-$160K
|
-4,633
|
-47%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$145K
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$118K
|
+$16.1K
|
+465
|
+15%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$105K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$86.4K
|
+$39.2K
|
+1,132
|
+80%
|
|
