|
1
|
Bank of America
Charlotte,
North Carolina
|
$44M
|
+$3.57M
|
+100,880
|
+10%
|
|
|
2
|
|
$27.5M
|
+$10.6M
|
+300,624
|
+71%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
+$3.58M
|
+101,090
|
+44%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$70.9K
|
+2,002
|
+0.6%
|
|
|
5
|
Level Four Advisory Services
Dallas,
Texas
|
$10.8M
|
-$1.07M
|
-30,338
|
-10%
|
|
|
6
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$9.74M
|
+$9.06M
|
+255,824
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$9.44M
|
+$4.18M
|
+118,026
|
+91%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
-$2.87M
|
-81,186
|
-26%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.98M
|
+$835K
|
+23,586
|
+18%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.15M
|
+$2.93M
|
+82,778
|
+316%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.14M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
-$781K
|
-22,056
|
-20%
|
|
|
13
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$3.04M
|
+$2.82M
|
+79,732
|
New
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$2.88M
|
+$215K
|
+6,088
|
+9%
|
|
|
15
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.69M
|
+$261K
|
+7,380
|
+12%
|
|
|
16
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.52M
|
+$109K
|
+3,084
|
+5%
|
|
|
17
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.26M
|
-$35.2K
|
-994
|
-2%
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$1.64M
|
-$14.2K
|
-402
|
-0.9%
|
|
|
19
|
TRUADVICE
Sarasota,
Florida
|
$1.2M
|
+$45K
|
+1,272
|
+4%
|
|
|
20
|
Level Four Financial
Dallas,
Texas
|
$1.08M
|
+$1.01M
|
+28,490
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.01M
|
+$14.3K
|
+404
|
+2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1M
|
+$931K
|
+26,296
|
New
|
|
|
23
|
|
$867K
|
-$3.23M
|
-91,212
|
-80%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$733K
|
-$79.4K
|
-2,242
|
-10%
|
|
|
25
|
HBW Advisory Services
Simi Valley,
California
|
$722K
|
+$35K
|
+990
|
+6%
|
|
