|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.25M
|
+$155K
|
+5,394
|
+2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.14M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.1M
|
-$132K
|
-4,580
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.06M
|
-$64.8K
|
-2,248
|
-2%
|
|
|
5
|
|
$2.04M
|
-$323K
|
-11,218
|
-14%
|
|
|
6
|
|
$1.73M
|
+$896K
|
+31,084
|
+110%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$959K
|
-$25.4K
|
-880
|
-3%
|
|
|
8
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$916K
|
–
|
–
|
–
|
|
|
9
|
3D Asset Management
Hartford,
Connecticut
|
$557K
|
-$9.05K
|
-314
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$497K
|
-$183K
|
-6,354
|
-27%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$496K
|
-$61.7K
|
-2,142
|
-11%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$462K
|
-$980
|
-34
|
-0.2%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$452K
|
+$5.13K
|
+178
|
+1%
|
|
|
14
|
Capital One Investing
Mclean,
Virginia
|
$446K
|
+$443K
|
+15,364
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$402K
|
+$1.67K
|
+58
|
+0.4%
|
|
|
16
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$366K
|
+$340K
|
+11,780
|
New
|
|
|
17
|
Well Done LLC
Holland,
Michigan
|
$358K
|
–
|
–
|
–
|
|
|
18
|
Moody National Bank Trust Division
Galveston,
Texas
|
$252K
|
+$16.4K
|
+568
|
+7%
|
|
|
19
|
Lantz Financial
Naperville,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$236K
|
+$234K
|
+8,122
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$206K
|
-$69.5K
|
-2,410
|
-25%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168K
|
+$20.2K
|
+700
|
+14%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$158K
|
+$86.3K
|
+2,994
|
+123%
|
|
|
24
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$148K
|
+$147K
|
+5,086
|
New
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$106K
|
-$19.4K
|
-672
|
-16%
|
|
