|
1
|
|
$11.2M
|
+$345K
|
+7,298
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.1M
|
+$243K
|
+5,138
|
+4%
|
|
|
3
|
|
$2.46M
|
+$1.26M
|
+26,613
|
+109%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
-$213K
|
-4,505
|
-8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.19M
|
+$150K
|
+3,178
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.93M
|
+$128K
|
+2,707
|
+7%
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.62M
|
-$722K
|
-15,291
|
-31%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.2M
|
+$26.5K
|
+561
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$628K
|
-$1.75K
|
-37
|
-0.3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$616K
|
-$190K
|
-4,032
|
-24%
|
|
|
11
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$613K
|
-$802K
|
-16,983
|
-57%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$493K
|
+$481K
|
+10,195
|
New
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$476K
|
-$59.5K
|
-1,260
|
-11%
|
|
|
14
|
|
$332K
|
-$1.7K
|
-36
|
-0.5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$322K
|
+$7.51K
|
+159
|
+2%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$316K
|
–
|
–
|
–
|
|
|
17
|
Wedbush Securities
Los Angeles,
California
|
$257K
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$224K
|
+$219K
|
+4,633
|
New
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$217K
|
+$212K
|
+4,495
|
New
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$182K
|
+$101K
|
+2,143
|
+133%
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$158K
|
–
|
–
|
–
|
|
|
22
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$146K
|
+$143K
|
+3,018
|
New
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
$101K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$93K
|
+$11.9K
|
+253
|
+15%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$84K
|
+$82K
|
+1,737
|
New
|
|
