|
1
|
|
$66.4M
|
-$2.75M
|
-40,922
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$32.8M
|
-$517K
|
-7,699
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
+$4.45M
|
+66,308
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
+$126K
|
+1,879
|
+0.5%
|
|
|
5
|
LRI Investments
Palm Beach Gardens,
Florida
|
$26.6M
|
–
|
–
|
–
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.2M
|
+$1.78M
|
+26,509
|
+9%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$21.1M
|
+$170K
|
+2,531
|
+0.8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$596K
|
+8,880
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.99M
|
+$5.88M
|
+87,548
|
+203%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$8.86M
|
-$132K
|
-1,959
|
-1%
|
|
|
11
|
|
$7.07M
|
-$30.2K
|
-450
|
-0.4%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$6.13M
|
+$5.98M
|
+89,135
|
New
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$6.03M
|
+$108K
|
+1,606
|
+2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.56M
|
+$5.17M
|
+76,933
|
+1,957%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.47M
|
-$93.8K
|
-1,397
|
-2%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.07M
|
+$451K
|
+6,714
|
+10%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.93M
|
-$169K
|
-2,511
|
-3%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.15M
|
+$321K
|
+4,784
|
+9%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.97M
|
-$671
|
-10
|
-0%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$3.95M
|
-$66.1K
|
-984
|
-2%
|
|
|
21
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$3.95M
|
-$229K
|
-3,405
|
-6%
|
|
|
22
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.63M
|
-$208K
|
-3,099
|
-6%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.58M
|
+$71.1K
|
+1,059
|
+2%
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.26M
|
+$14.9K
|
+222
|
+0.5%
|
|
|
25
|
Envision Financial
Brookfield,
Wisconsin
|
$3.26M
|
-$201K
|
-2,995
|
-6%
|
|
