|
1
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$4.33M
|
-76,068
|
-26%
|
|
|
2
|
|
$7.88M
|
-$8.81M
|
-154,840
|
-52%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.06M
|
+$5.49M
|
+96,551
|
+707%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$5.92M
|
+$6.13M
|
+107,744
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
-$6.88M
|
-120,962
|
-66%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.92M
|
+$2.18M
|
+38,300
|
+257%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.55M
|
-$102K
|
-1,789
|
-6%
|
|
|
8
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.44M
|
-$26.6K
|
-468
|
-2%
|
|
|
9
|
WealthSource Partners
San Luis Obispo,
California
|
$1.02M
|
+$1.05M
|
+18,500
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$963K
|
-$3.08M
|
-54,101
|
-76%
|
|
|
11
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$794K
|
+$239K
|
+4,203
|
+41%
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$770K
|
+$796K
|
+14,000
|
New
|
|
|
13
|
Realta Investment Advisors
Wilmington,
Delaware
|
$671K
|
+$693K
|
+12,190
|
New
|
|
|
14
|
Elkhorn Partners
Omaha,
Nebraska
|
$553K
|
+$7.39K
|
+130
|
+1%
|
|
|
15
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$368K
|
+$51.7K
|
+910
|
+16%
|
|
|
16
|
|
$327K
|
+$338K
|
+5,952
|
New
|
|
|
17
|
Two Sigma Securities
New York
|
$232K
|
+$240K
|
+4,226
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$217K
|
+$28.4K
|
+500
|
+15%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$212K
|
+$219K
|
+3,854
|
New
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$165K
|
–
|
–
|
–
|
|
|
21
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$96K
|
-$42.6K
|
-750
|
-30%
|
|
|
22
|
RBC Europe
London,
United Kingdom
|
$58.9K
|
–
|
–
|
–
|
|
|
23
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$57K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
-$10.6K
|
-187
|
-18%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14K
|
–
|
–
|
–
|
|
