|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$135M
|
+$1.89M
|
+107,218
|
+1%
|
|
|
2
|
|
$17.9M
|
+$4.54M
|
+257,052
|
+34%
|
|
|
3
|
|
$16M
|
+$1.25M
|
+70,867
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$357K
|
+20,203
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$37.1K
|
+2,098
|
+0.3%
|
|
|
6
|
Pine Valley Investments
Marlton,
New Jersey
|
$7.99M
|
+$299K
|
+16,900
|
+4%
|
|
|
7
|
Prentice Wealth Management
Rochester,
New York
|
$6.71M
|
+$269K
|
+15,249
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.08M
|
-$165K
|
-9,325
|
-3%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.99M
|
-$2.08M
|
-117,613
|
-34%
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.93M
|
-$87.2K
|
-4,937
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.73M
|
-$65.1K
|
-3,687
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.3M
|
+$944K
|
+53,408
|
+40%
|
|
|
13
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$3.1M
|
+$97.6K
|
+5,522
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
-$45.9K
|
-2,599
|
-2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.29M
|
+$2.29M
|
+129,725
|
New
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$2.17M
|
-$157K
|
-8,888
|
-7%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$2.12M
|
+$241K
|
+13,624
|
+13%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.89M
|
-$19.6K
|
-1,109
|
-1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$524K
|
+29,656
|
+38%
|
|
|
20
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.24M
|
+$269K
|
+15,220
|
+28%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.18M
|
-$576K
|
-32,605
|
-33%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.14M
|
+$376K
|
+21,258
|
+49%
|
|
|
23
|
Enzi Wealth
Austin,
Texas
|
$1.13M
|
-$3M
|
-169,720
|
-73%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
-$251K
|
-14,231
|
-20%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$952K
|
+$4.47K
|
+253
|
+0.5%
|
|
