|
1
|
Prospera Financial Services
Dallas,
Texas
|
$36.8M
|
+$36.6M
|
+1,575,870
|
New
|
|
|
2
|
Atwood & Palmer
Kansas City,
Missouri
|
$16.7M
|
-$314K
|
-13,517
|
-2%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$492K
|
+21,189
|
+4%
|
|
|
4
|
|
$6.7M
|
+$2.7M
|
+116,451
|
+69%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.66M
|
+$938K
|
+40,396
|
+17%
|
|
|
6
|
Advisor Group
Phoenix,
Arizona
|
$2.66M
|
-$32.2K
|
-1,387
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.22M
|
+$170K
|
+7,314
|
+8%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.34M
|
+$1.33M
|
+57,132
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.3M
|
-$95.7K
|
-4,122
|
-7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.22M
|
+$139K
|
+5,989
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$47.5K
|
+2,043
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$960K
|
+$12.5K
|
+539
|
+1%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$434K
|
-$85.5K
|
-3,683
|
-17%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$432K
|
-$721K
|
-31,036
|
-63%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$239K
|
+$237K
|
+10,183
|
New
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$217K
|
-$52.8K
|
-2,272
|
-20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$193K
|
-$5.34K
|
-230
|
-3%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$165K
|
+$73.1K
|
+3,147
|
+81%
|
|
|
19
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$10K
|
-$5.2K
|
-224
|
-34%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$384K
|
-16,636
|
Closed
|
|
|
21
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$313K
|
-14,108
|
Closed
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$310K
|
-13,151
|
Closed
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$16K
|
-687
|
Closed
|
|
