|
1
|
|
$14.9M
|
+$15.1M
|
+538,104
|
+67,263%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.15M
|
+$642K
|
+22,851
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.27M
|
+$174K
|
+6,198
|
+3%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$4.93M
|
+$5M
|
+178,045
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.36M
|
+$405K
|
+14,420
|
+10%
|
|
|
6
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.33M
|
+$11.1K
|
+395
|
+0.3%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.28M
|
-$61K
|
-2,171
|
-1%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.06M
|
+$750K
|
+26,714
|
+22%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.99M
|
-$531K
|
-18,913
|
-12%
|
|
|
10
|
|
$3.75M
|
-$1.1M
|
-39,095
|
-22%
|
|
|
11
|
Bollard Group
Boston,
Massachusetts
|
$3.4M
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.77M
|
+$39K
|
+1,389
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.75M
|
+$1.02M
|
+36,459
|
+58%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$2.56M
|
+$2.6M
|
+92,552
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$2.38M
|
+$2.42M
|
+86,081
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$2.23M
|
–
|
–
|
–
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$2.02M
|
-$235K
|
-8,357
|
-10%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.83M
|
+$33.8K
|
+1,202
|
+2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.75M
|
+$215K
|
+7,673
|
+14%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1.69M
|
-$2.86M
|
-101,853
|
-63%
|
|
|
21
|
Epstein & White Financial
San Diego,
California
|
$1.67M
|
-$429K
|
-15,291
|
-20%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
-$1.41M
|
-50,186
|
-50%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.35M
|
+$210K
|
+7,462
|
+18%
|
|
|
24
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.33M
|
+$170K
|
+6,058
|
+14%
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.3M
|
+$1.32M
|
+46,831
|
New
|
|
