|
1
|
|
$24.6M
|
–
|
–
|
–
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$21M
|
+$991K
|
+10,028
|
+5%
|
|
|
3
|
|
$11.6M
|
-$511K
|
-5,175
|
-4%
|
|
|
4
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$9.59M
|
-$18.2K
|
-184
|
-0.2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.31M
|
+$871K
|
+8,811
|
+16%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.31M
|
-$2.72M
|
-27,518
|
-34%
|
|
|
7
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$5.09M
|
+$4.99M
|
+50,493
|
New
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$5M
|
+$233K
|
+2,353
|
+5%
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.43M
|
+$1.38K
|
+14
|
+0%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.34M
|
+$86.3K
|
+873
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.98M
|
+$53.9K
|
+545
|
+1%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.73M
|
-$1.43M
|
-14,447
|
-28%
|
|
|
13
|
|
$3.44M
|
-$58.1K
|
-588
|
-2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$2.6M
|
+$84K
|
+850
|
+3%
|
|
|
15
|
Clear Point Advisors
Melville,
New York
|
$2.57M
|
+$2.52M
|
+25,520
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.43M
|
-$1.21M
|
-12,219
|
-33%
|
|
|
17
|
|
$2.16M
|
+$2.16M
|
+21,821
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.98M
|
+$1.27M
|
+12,900
|
+182%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.72M
|
+$424K
|
+4,293
|
+33%
|
|
|
20
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.66M
|
+$8.79K
|
+89
|
+0.5%
|
|
|
21
|
|
$1.37M
|
+$1.37M
|
+13,831
|
New
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.32M
|
-$167K
|
-1,689
|
-11%
|
|
|
23
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.25M
|
-$110K
|
-1,115
|
-8%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$1.24M
|
+$816K
|
+8,260
|
+194%
|
|
|
25
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.15M
|
+$18.1K
|
+183
|
+2%
|
|
