|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.01M
|
-$5.33M
|
-178,993
|
-37%
|
|
|
2
|
|
$6.69M
|
+$7.36M
|
+247,122
|
+551%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.19M
|
+$2.63M
|
+88,425
|
+93%
|
|
|
4
|
Epstein & White Financial
San Diego,
California
|
$4.17M
|
-$1.33M
|
-44,568
|
-20%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.86M
|
-$613K
|
-20,584
|
-11%
|
|
|
6
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.56M
|
+$4.63M
|
+155,423
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$2.9M
|
+$2.11M
|
+70,922
|
+127%
|
|
|
8
|
Bollard Group
Boston,
Massachusetts
|
$2.81M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.73M
|
+$1.05M
|
+35,423
|
+42%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$2.72M
|
-$1.45M
|
-48,630
|
-29%
|
|
|
11
|
|
$2.68M
|
+$2.26M
|
+75,822
|
+184%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.59M
|
+$3.36M
|
+112,870
|
New
|
|
|
13
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$2.55M
|
+$13.2K
|
+445
|
+0.4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$2.93M
|
+98,497
|
+804%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.41M
|
+$1.23M
|
+41,368
|
+65%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$1.84M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.78M
|
-$997K
|
-33,491
|
-30%
|
|
|
18
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.66M
|
-$2.68M
|
-89,916
|
-55%
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.51M
|
-$130K
|
-4,361
|
-6%
|
|
|
20
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.48M
|
+$355K
|
+11,926
|
+23%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.47M
|
-$179K
|
-6,000
|
-9%
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$1.2M
|
+$1.14M
|
+38,174
|
+273%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.12M
|
+$1.05M
|
+35,210
|
+255%
|
|
|
24
|
HBW Advisory Services
Simi Valley,
California
|
$1.06M
|
+$9.49K
|
+319
|
+0.7%
|
|
|
25
|
LVZ Inc
Holland,
Michigan
|
$953K
|
-$5.63K
|
-189
|
-0.5%
|
|
