|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$122M
|
+$407K
|
+22,126
|
+0.3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$40.1M
|
+$17.3M
|
+939,843
|
+76%
|
|
|
3
|
Pine Valley Investments
Marlton,
New Jersey
|
$26.6M
|
+$2.43M
|
+131,946
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
+$472K
|
+25,619
|
+3%
|
|
|
5
|
|
$16.9M
|
+$418K
|
+22,700
|
+3%
|
|
|
6
|
|
$13.8M
|
+$13.8M
|
+749,943
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
-$18.9M
|
-1,027,168
|
-63%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11M
|
-$126K
|
-6,845
|
-1%
|
|
|
9
|
Convergence Financial
Columbia,
Missouri
|
$5.99M
|
+$208K
|
+11,294
|
+4%
|
|
|
10
|
Hobart Private Capital
Charlotte,
North Carolina
|
$5.73M
|
+$138K
|
+7,493
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.79M
|
+$695K
|
+37,726
|
+22%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.69M
|
+$1.34M
|
+72,626
|
+378%
|
|
|
13
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.44M
|
+$884K
|
+47,987
|
+157%
|
|
|
14
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.24M
|
-$124K
|
-6,753
|
-9%
|
|
|
15
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$1.07M
|
+$132K
|
+7,186
|
+14%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$962K
|
-$74.5K
|
-4,044
|
-7%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$858K
|
+$59.6K
|
+3,237
|
+7%
|
|
|
18
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$823K
|
-$123K
|
-6,659
|
-13%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$822K
|
-$208K
|
-11,281
|
-20%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$750K
|
-$21.2K
|
-1,151
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$645K
|
+$177K
|
+9,611
|
+38%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$610K
|
-$369K
|
-20,060
|
-38%
|
|
|
23
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$563K
|
-$31.1K
|
-1,689
|
-5%
|
|
|
24
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$511K
|
+$294K
|
+15,975
|
+135%
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$437K
|
-$196K
|
-10,671
|
-31%
|
|
