|
1
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
-$5.56M
|
-126,588
|
-18%
|
|
|
2
|
RVW Wealth
Los Angeles,
California
|
$25M
|
+$1.03M
|
+23,446
|
+4%
|
|
|
3
|
Horizon Investments
Charlotte,
North Carolina
|
$22.5M
|
–
|
–
|
–
|
|
|
4
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$13.5M
|
+$112K
|
+2,549
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$1.83M
|
-41,703
|
-14%
|
|
|
6
|
|
$8.31M
|
+$311K
|
+7,075
|
+4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.54M
|
-$31.7K
|
-722
|
-0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.74M
|
-$2M
|
-45,518
|
-30%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.04M
|
-$146K
|
-3,315
|
-4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.28M
|
+$9.88K
|
+225
|
+0.4%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.51M
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.48M
|
+$91.7K
|
+2,088
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$2.19K
|
+50
|
+0.2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$919K
|
-$234K
|
-5,323
|
-20%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$748K
|
-$20.9K
|
-475
|
-3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$742K
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$613K
|
-$39.2K
|
-892
|
-6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$601K
|
+$28.7K
|
+653
|
+5%
|
|
|
19
|
|
$501K
|
-$8.78K
|
-200
|
-2%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$499K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
$489K
|
+$485K
|
+11,055
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$403K
|
-$35.1K
|
-800
|
-8%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$403K
|
-$15.5K
|
-354
|
-4%
|
|
|
24
|
Family Capital Trust
Peabody,
Massachusetts
|
$393K
|
-$3.51K
|
-80
|
-0.9%
|
|
|
25
|
Echo Wealth Management
Plymouth,
Minnesota
|
$387K
|
–
|
–
|
–
|
|
