|
1
|
Mariner
Overland Park,
Kansas
|
$6.7M
|
-$252K
|
-11,253
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.55M
|
+$4.96M
|
+221,689
|
+215%
|
|
|
3
|
|
$6.39M
|
+$5.06M
|
+226,237
|
+249%
|
|
|
4
|
Fulcrum Equity Management
Plano,
Texas
|
$2.86M
|
-$73K
|
-3,261
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
-$546K
|
-24,375
|
-15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.36M
|
+$633K
|
+28,286
|
+72%
|
|
|
7
|
WNY Asset Management
Williamsville,
New York
|
$1.21M
|
+$53.6K
|
+2,396
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$324K
|
+14,457
|
+33%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$924K
|
+$40.6K
|
+1,812
|
+4%
|
|
|
10
|
Bridge Advisory
Pasadena,
California
|
$886K
|
+$184K
|
+8,226
|
+23%
|
|
|
11
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$865K
|
+$224
|
+10
|
+0%
|
|
|
12
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$791K
|
+$12.7K
|
+566
|
+1%
|
|
|
13
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$557K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$554K
|
+$615K
|
+27,491
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$476K
|
+$31.9K
|
+1,426
|
+6%
|
|
|
16
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$464K
|
+$514K
|
+22,985
|
New
|
|
|
17
|
Northwest Wealth Management
Spencer,
Iowa
|
$458K
|
-$35.7K
|
-1,593
|
-7%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
-$54.3K
|
-2,428
|
-11%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$385K
|
+$427K
|
+19,068
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$379K
|
–
|
–
|
–
|
|
|
21
|
Aveo Capital Partners
Englewood,
Colorado
|
$349K
|
+$387K
|
+17,300
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$287K
|
+$4.48K
|
+200
|
+1%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$285K
|
–
|
–
|
–
|
|
|
24
|
CPWM LLC
Seattle,
Washington
|
$258K
|
+$12.6K
|
+563
|
+5%
|
|
|
25
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$221K
|
-$2.24K
|
-100
|
-0.9%
|
|
