|
1
|
Wells Fargo
San Francisco,
California
|
$30.2M
|
+$2.4M
|
+59,877
|
+9%
|
|
|
2
|
RVW Wealth
Los Angeles,
California
|
$23M
|
+$1.41M
|
+35,002
|
+7%
|
|
|
3
|
Horizon Investments
Charlotte,
North Carolina
|
$21.4M
|
+$20.5M
|
+509,479
|
New
|
|
|
4
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$12.7M
|
+$91K
|
+2,265
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
-$40.4K
|
-1,007
|
-0.3%
|
|
|
6
|
|
$7.58M
|
+$25.8K
|
+643
|
+0.4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.18M
|
+$255K
|
+6,343
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.4M
|
+$5.08M
|
+126,557
|
+487%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.97M
|
+$130K
|
+3,247
|
+4%
|
|
|
10
|
North American Management
Boston,
Massachusetts
|
$2.61M
|
+$21.6K
|
+538
|
+0.9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.16M
|
+$237K
|
+5,893
|
+13%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.51M
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.32M
|
-$116K
|
-2,892
|
-8%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
+$1.05M
|
+26,099
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$979K
|
+$69.1K
|
+1,721
|
+8%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$729K
|
+$438K
|
+10,912
|
+169%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$703K
|
-$352K
|
-8,769
|
-34%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$619K
|
-$10.6K
|
-264
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$543K
|
-$39.3K
|
-978
|
-7%
|
|
|
20
|
|
$483K
|
+$463K
|
+11,521
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$473K
|
+$28.6K
|
+713
|
+7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$416K
|
+$16.1K
|
+400
|
+4%
|
|
|
23
|
High Probability Advisors
Pittsford,
New York
|
$412K
|
-$496K
|
-12,345
|
-56%
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$397K
|
-$81.7K
|
-2,034
|
-18%
|
|
|
25
|
Family Capital Trust
Peabody,
Massachusetts
|
$376K
|
+$6.63K
|
+165
|
+2%
|
|
