|
1
|
Wells Fargo
San Francisco,
California
|
$9.05M
|
+$416K
|
+16,216
|
+5%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$7.64M
|
-$98K
|
-3,825
|
-1%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.77M
|
+$33K
|
+1,286
|
+0.7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$15.1K
|
+589
|
+0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.18M
|
+$242K
|
+9,425
|
+9%
|
|
|
6
|
WNY Asset Management
Williamsville,
New York
|
$2.71M
|
+$76.4K
|
+2,981
|
+3%
|
|
|
7
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.45M
|
-$398K
|
-15,510
|
-14%
|
|
|
8
|
|
$2.05M
|
-$157K
|
-6,129
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
+$104K
|
+4,052
|
+6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.77M
|
-$97.5K
|
-3,805
|
-5%
|
|
|
11
|
XML Financial
Bethesda,
Maryland
|
$1.76M
|
-$42.9K
|
-1,675
|
-2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$1.36M
|
+$838K
|
+32,688
|
+177%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33M
|
+$9.56K
|
+373
|
+0.8%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$1.23M
|
+$1.19M
|
+46,290
|
New
|
|
|
15
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.14M
|
-$68.5K
|
-2,674
|
-6%
|
|
|
16
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.09M
|
+$1.05M
|
+40,830
|
New
|
|
|
17
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.08M
|
+$15.4K
|
+599
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$943K
|
-$341K
|
-13,300
|
-27%
|
|
|
19
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$770K
|
+$77.6K
|
+3,029
|
+12%
|
|
|
20
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$734K
|
–
|
–
|
–
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$682K
|
+$412K
|
+16,059
|
+167%
|
|
|
22
|
Choreo LLC
Rockford,
Illinois
|
$600K
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$596K
|
+$217K
|
+8,458
|
+61%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$578K
|
-$978K
|
-38,134
|
-64%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$535K
|
-$88.9K
|
-3,468
|
-15%
|
|
