|
1
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$27.8M
|
+$27M
|
+997,930
|
New
|
|
|
2
|
Prospera Financial Services
Dallas,
Texas
|
$19.5M
|
+$19M
|
+701,208
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$12.9M
|
+476,216
|
+4,611%
|
|
|
4
|
|
$13.2M
|
+$12.6M
|
+466,046
|
+5,054%
|
|
|
5
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.1M
|
+$12.7M
|
+470,244
|
New
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.8M
|
+$8.55M
|
+315,777
|
+90,222%
|
|
|
7
|
|
$5.07M
|
+$1.42M
|
+52,635
|
+41%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$4.22M
|
+156,027
|
+944%
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$4.33M
|
+$4.21M
|
+155,424
|
New
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$3.93M
|
+$3.82M
|
+141,064
|
New
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.66M
|
+$396K
|
+14,646
|
+13%
|
|
|
12
|
Bank of New York Mellon
New York
|
$3.65M
|
+$3.55M
|
+131,056
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.54M
|
+$3.44M
|
+127,212
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.62M
|
+$2.55M
|
+94,218
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2M
|
+$1.94M
|
+71,800
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.8M
|
+$1.21M
|
+44,584
|
+221%
|
|
|
17
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1.8M
|
+$1.75M
|
+64,572
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.5M
|
+$1.46M
|
+54,037
|
New
|
|
|
19
|
First Trust Advisors
Wheaton,
Illinois
|
$1.41M
|
+$1.37M
|
+50,643
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$587K
|
+21,681
|
+106%
|
|
|
21
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.17M
|
+$293K
|
+10,830
|
+35%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$1.17M
|
-$482K
|
-17,801
|
-30%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$1.05M
|
-$199K
|
-7,361
|
-16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$564K
|
+$232K
|
+8,568
|
+73%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$473K
|
+$460K
|
+17,011
|
New
|
|
