|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.7M
|
+$2.07M
|
+67,258
|
+22%
|
|
|
2
|
|
$7.37M
|
+$6.21M
|
+201,724
|
+262%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.79M
|
+$3.19M
|
+103,690
|
+90%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.01M
|
+$5.59M
|
+181,458
|
+2,263%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.14M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
+$4.5K
|
+146
|
+0.1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
+$243K
|
+7,880
|
+8%
|
|
|
8
|
|
$1.62M
|
+$356K
|
+11,542
|
+23%
|
|
|
9
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.51M
|
+$143K
|
+4,636
|
+9%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$1.19M
|
+$1.01M
|
+32,864
|
+267%
|
|
|
11
|
Flow Traders U.S.
New York
|
$920K
|
+$1.07M
|
+34,824
|
New
|
|
|
12
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$859K
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$828K
|
+$436K
|
+14,140
|
+82%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$812K
|
+$953K
|
+30,926
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$599K
|
+$417K
|
+13,538
|
+148%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$448K
|
+$25K
|
+812
|
+5%
|
|
|
17
|
Capital One Financial
Mclean,
Virginia
|
$406K
|
+$473K
|
+15,364
|
New
|
|
|
18
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$397K
|
+$463K
|
+15,028
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$325K
|
+$72.2K
|
+2,342
|
+24%
|
|
|
20
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$311K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$258K
|
+$300K
|
+9,744
|
New
|
|
|
22
|
Moody National Bank Trust Division
Galveston,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
23
|
Townsend Asset Management
Raleigh,
North Carolina
|
$162K
|
+$185
|
+6
|
+0.1%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$119K
|
+$139K
|
+4,508
|
New
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$34K
|
-$149K
|
-4,822
|
-79%
|
|
