|
1
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$17.5M
|
+478,096
|
+264%
|
|
|
2
|
RVW Wealth
Los Angeles,
California
|
$20M
|
+$787K
|
+21,523
|
+4%
|
|
|
3
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$11.6M
|
-$3.24M
|
-88,479
|
-23%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$97.9K
|
+2,676
|
+0.9%
|
|
|
5
|
|
$6.97M
|
-$442K
|
-12,079
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.38M
|
+$4.19M
|
+114,475
|
+228%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$4.36M
|
+$120K
|
+3,285
|
+3%
|
|
|
8
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$3.85M
|
+$3.63M
|
+99,314
|
New
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.54M
|
-$87.8K
|
-2,401
|
-3%
|
|
|
10
|
North American Management
Boston,
Massachusetts
|
$2.39M
|
+$19.9K
|
+545
|
+0.9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.76M
|
-$27.6K
|
-755
|
-2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.51M
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.33M
|
-$3.03M
|
-82,776
|
-71%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.01M
|
+$12K
|
+329
|
+1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$989K
|
-$171K
|
-4,675
|
-15%
|
|
|
16
|
High Probability Advisors
Pittsford,
New York
|
$858K
|
+$811K
|
+22,162
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$837K
|
+$9.47K
|
+259
|
+1%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$581K
|
-$25K
|
-683
|
-4%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$565K
|
-$997K
|
-27,254
|
-65%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$539K
|
+$62.1K
|
+1,699
|
+14%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$445K
|
-$365K
|
-9,985
|
-46%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$409K
|
+$387K
|
+10,569
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$368K
|
+$18.3K
|
+500
|
+6%
|
|
|
24
|
Echo Wealth Management
Plymouth,
Minnesota
|
$342K
|
+$323K
|
+8,833
|
New
|
|
|
25
|
Family Capital Trust
Peabody,
Massachusetts
|
$340K
|
+$13.2K
|
+360
|
+4%
|
|
