|
1
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
-$3.44M
|
-73,618
|
-12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
-$2.82M
|
-60,385
|
-14%
|
|
|
3
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$14.5M
|
-$493K
|
-10,534
|
-3%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$13.1M
|
-$14.5M
|
-309,633
|
-53%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
-$159K
|
-3,391
|
-1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.1M
|
+$3.36M
|
+71,779
|
+40%
|
|
|
7
|
|
$8.16M
|
-$107K
|
-2,290
|
-1%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.49M
|
+$78.9K
|
+1,688
|
+2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
-$145K
|
-3,099
|
-6%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.02M
|
+$36.2K
|
+774
|
+2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.54M
|
+$1.49M
|
+31,838
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$217K
|
+4,638
|
+20%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.16M
|
+$2.71K
|
+58
|
+0.2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$788K
|
-$21.9K
|
-469
|
-3%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$772K
|
-$112K
|
-2,399
|
-13%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$642K
|
+$90.9K
|
+1,943
|
+17%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$620K
|
-$34K
|
-727
|
-5%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$616K
|
-$65.9K
|
-1,409
|
-10%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$600K
|
-$209K
|
-4,463
|
-26%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$560K
|
+$187
|
+4
|
+0%
|
|
|
21
|
|
$547K
|
–
|
–
|
–
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$442K
|
-$1.4K
|
-30
|
-0.3%
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
$426K
|
-$2.81K
|
-60
|
-0.7%
|
|
|
24
|
Echo Wealth Management
Plymouth,
Minnesota
|
$418K
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$412K
|
-$14K
|
-300
|
-3%
|
|
