|
1
|
Wells Fargo
San Francisco,
California
|
$7.33M
|
+$250K
|
+8,664
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.62M
|
-$1.9M
|
-65,867
|
-23%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$4.52M
|
+$469K
|
+16,227
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.72M
|
-$30.8K
|
-1,068
|
-1%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.72M
|
-$953K
|
-32,984
|
-27%
|
|
|
6
|
Sachetta
Lynnfield,
Massachusetts
|
$2.36M
|
-$58.1K
|
-2,013
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$1.16M
|
+40,258
|
+223%
|
|
|
8
|
|
$1.58M
|
–
|
–
|
–
|
|
|
9
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.46M
|
+$68.5K
|
+2,371
|
+5%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.37M
|
-$1.91M
|
-66,018
|
-60%
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.2M
|
-$905K
|
-31,329
|
-45%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.17M
|
+$287K
|
+9,925
|
+35%
|
|
|
13
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.11M
|
+$168K
|
+5,834
|
+19%
|
|
|
14
|
|
$986K
|
+$221K
|
+7,642
|
+31%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$795K
|
-$82K
|
-2,839
|
-10%
|
|
|
16
|
|
$771K
|
+$46K
|
+1,592
|
+7%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$600K
|
-$38.4K
|
-1,331
|
-6%
|
|
|
18
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$493K
|
+$2.05K
|
+71
|
+0.4%
|
|
|
19
|
Curtis Advisory Group
Santa Barbara,
California
|
$488K
|
+$66.5K
|
+2,304
|
+17%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$446K
|
+$549
|
+19
|
+0.1%
|
|
|
21
|
Centaurus Financial
Anaheim,
California
|
$325K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$294K
|
+$33.1K
|
+1,146
|
+13%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$254K
|
-$4.62K
|
-160
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$223K
|
-$39.1K
|
-1,353
|
-16%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$223K
|
+$57.8K
|
+2,000
|
+38%
|
|
