|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$6.59M
|
+222,394
|
+61%
|
|
|
2
|
|
$15M
|
+$5.79M
|
+195,398
|
+70%
|
|
|
3
|
Level Four Advisory Services
Dallas,
Texas
|
$9.7M
|
+$8.19M
|
+276,312
|
+893%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.63M
|
+$679K
|
+22,914
|
+10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$6.29M
|
+$4.98M
|
+167,932
|
+536%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.89M
|
-$80.7K
|
-2,722
|
-1%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.14M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.07M
|
+$296K
|
+9,998
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.52M
|
-$22.6K
|
-762
|
-0.7%
|
|
|
10
|
|
$3.25M
|
+$1.24M
|
+41,942
|
+69%
|
|
|
11
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$1.89M
|
+$1.78M
|
+60,050
|
New
|
|
|
12
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$1.86M
|
+$1.75M
|
+58,882
|
New
|
|
|
13
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.82M
|
+$12.9K
|
+436
|
+0.8%
|
|
|
14
|
Well Done LLC
Holland,
Michigan
|
$1.4M
|
-$24.4K
|
-824
|
-2%
|
|
|
15
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.1M
|
+$204K
|
+6,880
|
+21%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$876K
|
+$151K
|
+5,106
|
+23%
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$734K
|
+$646K
|
+21,810
|
New
|
|
|
18
|
Howard Wealth Management
Madison,
Connecticut
|
$691K
|
+$650K
|
+21,922
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$661K
|
+$621K
|
+20,966
|
New
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$602K
|
+$63.3K
|
+2,134
|
+13%
|
|
|
21
|
Capital One Financial
Mclean,
Virginia
|
$476K
|
-$8K
|
-270
|
-2%
|
|
|
22
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$465K
|
-$8.71K
|
-294
|
-2%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$360K
|
+$339K
|
+11,420
|
New
|
|
|
25
|
|
$266K
|
+$250K
|
+8,428
|
New
|
|
