|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$144M
|
+$2.75M
|
+160,620
|
+2%
|
|
|
2
|
|
$17.9M
|
+$4.51M
|
+263,438
|
+36%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$4.32M
|
+252,190
|
+43%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$230K
|
-13,431
|
-2%
|
|
|
5
|
Pine Valley Investments
Marlton,
New Jersey
|
$10.6M
|
+$1.37M
|
+79,739
|
+16%
|
|
|
6
|
|
$9.31M
|
+$691K
|
+40,357
|
+8%
|
|
|
7
|
Prentice Wealth Management
Rochester,
New York
|
$7.65M
|
+$429K
|
+25,049
|
+6%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.22M
|
-$199K
|
-11,633
|
-6%
|
|
|
9
|
New Insight Wealth Advisors
San Ramon,
California
|
$2.78M
|
+$2.64M
|
+153,966
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$2.95M
|
-172,171
|
-55%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$2.15M
|
-$267K
|
-15,602
|
-12%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$1.93M
|
-$201K
|
-11,742
|
-10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.86M
|
+$748K
|
+43,646
|
+73%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
-$590K
|
-34,441
|
-26%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$33.1K
|
+1,933
|
+2%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.72M
|
-$1.69M
|
-98,459
|
-51%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.62M
|
-$1.52M
|
-88,901
|
-50%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.49M
|
+$158K
|
+9,224
|
+13%
|
|
|
19
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.43M
|
-$553K
|
-32,304
|
-29%
|
|
|
20
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.32M
|
+$948K
|
+55,345
|
+314%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$1.27M
|
+$1.21M
|
+70,592
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.27M
|
+$292K
|
+17,077
|
+32%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$1.68M
|
-97,876
|
-59%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.2M
|
+$82.8K
|
+4,833
|
+8%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.05M
|
+$750K
|
+43,807
|
+305%
|
|
