|
1
|
Bank of America
Charlotte,
North Carolina
|
$138M
|
+$5.21M
|
+58,753
|
+4%
|
|
|
2
|
|
$41M
|
+$8.84M
|
+99,599
|
+28%
|
|
|
3
|
Hantz Financial Services
Southfield,
Michigan
|
$36.7M
|
+$14.1M
|
+158,600
|
+64%
|
|
|
4
|
Madison Asset Management
Madison,
Wisconsin
|
$28.2M
|
-$15.2M
|
-171,325
|
-35%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25.3M
|
+$12.1M
|
+136,274
|
+95%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$21.9M
|
-$94.9K
|
-1,069
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$16.8M
|
+$7.77M
|
+87,589
|
+89%
|
|
|
8
|
DFPG Investments
Sandy,
Utah
|
$15.3M
|
+$15M
|
+168,717
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$4.74M
|
+53,459
|
+51%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$14.1M
|
+$13.8M
|
+155,382
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$11.9M
|
+$366K
|
+4,120
|
+3%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.7M
|
+$2.08M
|
+23,476
|
+22%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$10.4M
|
+$6.26M
|
+70,582
|
+158%
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$10.2M
|
+$177K
|
+1,990
|
+2%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.2M
|
-$2.76M
|
-31,090
|
-22%
|
|
|
16
|
Bridge Advisory
Pasadena,
California
|
$10.1M
|
-$41K
|
-462
|
-0.4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.95M
|
+$8.76M
|
+98,667
|
+883%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.55M
|
+$543K
|
+6,116
|
+8%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.4M
|
-$859K
|
-9,678
|
-11%
|
|
|
20
|
MetLife Investment Management
Whippany,
New Jersey
|
$7.19M
|
+$7.05M
|
+79,420
|
New
|
|
|
21
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$7.18M
|
+$7.04M
|
+79,304
|
New
|
|
|
22
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$6.72M
|
+$513K
|
+5,782
|
+8%
|
|
|
23
|
Evoke Wealth
Los Angeles,
California
|
$6.61M
|
-$1.91M
|
-21,548
|
-23%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$6.46M
|
+$2.15M
|
+24,229
|
+51%
|
|
|
25
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$6.31M
|
+$1.43M
|
+16,105
|
+30%
|
|
