|
1
|
Bank of America
Charlotte,
North Carolina
|
$47.7M
|
+$633K
|
+13,460
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$37M
|
+$2.77M
|
+58,952
|
+8%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$28.4M
|
-$1.83M
|
-38,852
|
-6%
|
|
|
4
|
|
$12.1M
|
-$2.24M
|
-47,572
|
-16%
|
|
|
5
|
Smart Money Group
Eastland,
Texas
|
$11.7M
|
+$5.77M
|
+122,728
|
+97%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.14M
|
+$8.33M
|
+177,040
|
+1,009%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$9.08M
|
-$896K
|
-19,050
|
-9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.81M
|
+$3.48K
|
+74
|
+0%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.72M
|
+$1.03M
|
+21,804
|
+15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.59M
|
-$2.46M
|
-52,368
|
-27%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
12
|
Bank of New York Mellon
New York
|
$4.23M
|
+$3.1M
|
+65,956
|
+273%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$4.08M
|
–
|
–
|
–
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
$3.63M
|
+$3.56M
|
+75,770
|
New
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$2.76M
|
+$1.51M
|
+32,008
|
+120%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$2.74M
|
-$220K
|
-4,668
|
-7%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.73M
|
+$2.73M
|
+58,078
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$2.67M
|
-$623K
|
-13,240
|
-19%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.44M
|
-$126K
|
-2,688
|
-5%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.34M
|
–
|
–
|
–
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.33M
|
+$50.6K
|
+1,076
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.33M
|
-$186K
|
-3,952
|
-7%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.21M
|
-$986K
|
-20,962
|
-31%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.87M
|
+$9.6K
|
+204
|
+0.5%
|
|
|
25
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.86M
|
-$7.9K
|
-168
|
-0.4%
|
|
