|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.5M
|
+$1.63M
|
+30,190
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$48M
|
+$2.34M
|
+43,316
|
+5%
|
|
|
3
|
626 Financial
Portage,
Michigan
|
$19.6M
|
+$32.9M
|
+607,686
|
New
|
|
|
4
|
|
$13.8M
|
-$410K
|
-7,570
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
+$10.4M
|
+191,606
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$80K
|
-1,478
|
-0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.4M
|
-$977K
|
-18,052
|
-14%
|
|
|
8
|
Bank of New York Mellon
New York
|
$6.38M
|
+$5.39M
|
+99,546
|
+748%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$4.91M
|
+$2.49M
|
+45,994
|
+113%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$4.58M
|
-$39K
|
-720
|
-0.9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.66M
|
-$4.22M
|
-78,062
|
-55%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$3.59M
|
+$65.3K
|
+1,206
|
+2%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$3.59M
|
+$1.17M
|
+21,694
|
+52%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$2.93M
|
-$224K
|
-4,136
|
-7%
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.92M
|
-$40.6K
|
-750
|
-1%
|
|
|
17
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.85M
|
+$2.73M
|
+50,464
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.84M
|
+$421K
|
+7,776
|
+18%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.8M
|
–
|
–
|
–
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.17M
|
+$26.4K
|
+488
|
+1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
-$1.97M
|
-36,488
|
-49%
|
|
|
22
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.12M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.7M
|
-$124K
|
-2,298
|
-7%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
-$2.04M
|
-37,608
|
-56%
|
|
|
25
|
Flow Traders U.S.
New York
|
$1.64M
|
+$392K
|
+7,250
|
+33%
|
|
