|
1
|
|
$10.4M
|
-$159K
|
-2,836
|
-2%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.74M
|
+$161K
|
+2,862
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.5M
|
+$2.49M
|
+44,411
|
+55%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.47M
|
+$2.23M
|
+39,745
|
+59%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.3M
|
+$158K
|
+2,812
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.87M
|
+$3.2M
|
+57,019
|
+778%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$3.77M
|
+$325K
|
+5,795
|
+10%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$3.4M
|
+$17K
|
+303
|
+0.5%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$2.92M
|
-$296K
|
-5,264
|
-10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
+$1.09M
|
+19,484
|
+88%
|
|
|
11
|
Camelot Portfolios
Maumee,
Ohio
|
$2.48M
|
+$342K
|
+6,096
|
+17%
|
|
|
12
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$2.31M
|
+$2.18M
|
+38,734
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2M
|
+$1.4K
|
+25
|
+0.1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.85M
|
+$28.3K
|
+503
|
+2%
|
|
|
15
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.63M
|
-$149K
|
-2,658
|
-9%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.51M
|
–
|
–
|
–
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$1.31M
|
+$380K
|
+6,769
|
+45%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
-$40.3K
|
-717
|
-3%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.06M
|
+$61.3K
|
+1,092
|
+7%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
+$482K
|
+8,577
|
+100%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$984K
|
-$24.7K
|
-440
|
-3%
|
|
|
22
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$946K
|
+$17K
|
+302
|
+2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$873K
|
-$209K
|
-3,718
|
-20%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$805K
|
+$96.6K
|
+1,720
|
+15%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$804K
|
-$38.6K
|
-688
|
-5%
|
|
