|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.7M
|
+$2.32M
|
+39,440
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$35M
|
-$15.2M
|
-258,866
|
-30%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$32.4M
|
+$32.1M
|
+546,308
|
New
|
|
|
4
|
|
$14.9M
|
+$460K
|
+7,812
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
-$153K
|
-2,602
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
-$172K
|
-2,928
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.88M
|
+$164K
|
+2,786
|
+2%
|
|
|
8
|
Bank of New York Mellon
New York
|
$6.23M
|
-$450K
|
-7,650
|
-7%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$6.05M
|
+$5.14M
|
+87,412
|
+593%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$5.28M
|
+$129K
|
+2,188
|
+3%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$4.66M
|
-$140K
|
-2,372
|
-3%
|
|
|
13
|
JD Financial Services
Carlisle,
Pennsylvania
|
$4M
|
+$2.31M
|
+39,348
|
+140%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$3.95M
|
+$186K
|
+3,168
|
+5%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.21M
|
+$233K
|
+3,958
|
+8%
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.03M
|
-$27.2K
|
-462
|
-0.9%
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.96M
|
+$1.23M
|
+20,874
|
+72%
|
|
|
18
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.95M
|
-$37.2K
|
-632
|
-1%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.94M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.88M
|
-$948K
|
-16,114
|
-25%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$2.6M
|
-$1.15M
|
-19,524
|
-31%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.44M
|
+$158K
|
+2,690
|
+7%
|
|
|
23
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.22M
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$2.21M
|
-$860K
|
-14,610
|
-28%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.19M
|
-$67K
|
-1,138
|
-3%
|
|
