|
1
|
Wells Fargo
San Francisco,
California
|
$7.45M
|
+$331K
|
+15,473
|
+5%
|
|
|
2
|
|
$6.94M
|
-$4.04M
|
-188,782
|
-36%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$6.19M
|
-$230K
|
-10,734
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.62M
|
-$467K
|
-21,844
|
-15%
|
|
|
5
|
Fulcrum Equity Management
Plano,
Texas
|
$2.57M
|
-$255K
|
-11,901
|
-9%
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.35M
|
+$976K
|
+45,598
|
+68%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$2.32M
|
+$141K
|
+6,610
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
-$1.97M
|
-92,155
|
-46%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
+$26.1K
|
+1,219
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.6M
|
-$73.8K
|
-3,450
|
-4%
|
|
|
11
|
Legacy Capital Group California
Los Gatos,
California
|
$1.52M
|
+$1.55M
|
+72,487
|
New
|
|
|
12
|
WNY Asset Management
Williamsville,
New York
|
$1.41M
|
+$50.1K
|
+2,340
|
+4%
|
|
|
13
|
XML Financial
Bethesda,
Maryland
|
$1.24M
|
+$174K
|
+8,110
|
+16%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$985K
|
+$1.01M
|
+47,053
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$971K
|
-$26.9K
|
-1,256
|
-3%
|
|
|
16
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$948K
|
+$85.1K
|
+3,975
|
+10%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$940K
|
-$619K
|
-28,927
|
-39%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$653K
|
-$1.46M
|
-68,416
|
-69%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$594K
|
+$97.4K
|
+4,553
|
+19%
|
|
|
20
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$578K
|
–
|
–
|
–
|
|
|
21
|
|
$494K
|
+$505K
|
+23,611
|
New
|
|
|
22
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$443K
|
+$213K
|
+9,974
|
+89%
|
|
|
23
|
|
$435K
|
+$101K
|
+4,699
|
+29%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$413K
|
-$30.8K
|
-1,440
|
-7%
|
|
|
25
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$385K
|
–
|
–
|
–
|
|
