|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$122M
|
+$14.7M
|
+805,152
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$30.1M
|
+$7.61M
|
+417,208
|
+34%
|
|
|
3
|
Pine Valley Investments
Marlton,
New Jersey
|
$24.3M
|
+$1.3M
|
+71,120
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$22.9M
|
+$1.49M
|
+81,881
|
+7%
|
|
|
5
|
|
$16.6M
|
-$330K
|
-18,110
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
-$495K
|
-27,157
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$83.3K
|
+4,569
|
+0.8%
|
|
|
8
|
Convergence Financial
Columbia,
Missouri
|
$5.82M
|
+$5.75M
|
+315,253
|
New
|
|
|
9
|
Hobart Private Capital
Charlotte,
North Carolina
|
$5.62M
|
+$5.56M
|
+304,616
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.11M
|
-$108K
|
-5,912
|
-3%
|
|
|
11
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.36M
|
+$60.9K
|
+3,341
|
+5%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$1.04M
|
-$60.1K
|
-3,293
|
-6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.03M
|
-$525K
|
-28,757
|
-34%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$976K
|
+$3.06K
|
+168
|
+0.3%
|
|
|
15
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$950K
|
-$123K
|
-6,753
|
-12%
|
|
|
16
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$945K
|
+$31.4K
|
+1,722
|
+3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$802K
|
-$41.3K
|
-2,266
|
-5%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$778K
|
-$67.6K
|
-3,705
|
-8%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$634K
|
-$29.1K
|
-1,597
|
-4%
|
|
|
20
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$597K
|
-$33.3K
|
-1,824
|
-5%
|
|
|
21
|
New Insight Wealth Advisors
San Ramon,
California
|
$563K
|
+$28.6K
|
+1,568
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$471K
|
-$749K
|
-41,093
|
-62%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$445K
|
+$3.92K
|
+215
|
+0.9%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$354K
|
+$350K
|
+19,194
|
New
|
|
|
25
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$310K
|
+$16.6K
|
+910
|
+6%
|
|
