|
1
|
|
$47M
|
+$2.91M
|
+85,686
|
+7%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$991K
|
+29,178
|
+8%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.76M
|
+$147K
|
+4,331
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7M
|
-$19.6K
|
-578
|
-0.3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.45M
|
+$149K
|
+4,395
|
+2%
|
|
|
6
|
|
$6.25M
|
+$872K
|
+25,670
|
+17%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$5.59M
|
+$102K
|
+2,994
|
+2%
|
|
|
8
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.72M
|
-$597K
|
-17,566
|
-12%
|
|
|
9
|
|
$4.5M
|
+$1.74M
|
+51,288
|
+68%
|
|
|
10
|
Bollard Group
Boston,
Massachusetts
|
$4.39M
|
+$33K
|
+970
|
+0.8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.07M
|
+$61.5K
|
+1,811
|
+2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.65M
|
-$25.2K
|
-743
|
-0.7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.4M
|
+$622K
|
+18,303
|
+24%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$3.05M
|
-$487K
|
-14,345
|
-14%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.95M
|
+$754K
|
+22,193
|
+36%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$2.86M
|
–
|
–
|
–
|
|
|
17
|
IHT Wealth Management
Chicago,
Illinois
|
$2.79M
|
-$574K
|
-16,897
|
-18%
|
|
|
18
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$2.73M
|
+$375K
|
+11,039
|
+17%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.71M
|
+$49.7K
|
+1,462
|
+2%
|
|
|
20
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.46M
|
+$31.4K
|
+925
|
+1%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$2.35M
|
-$384K
|
-11,311
|
-15%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.08M
|
+$121K
|
+3,561
|
+6%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$2.04M
|
-$83.1K
|
-2,446
|
-4%
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$1.99M
|
+$72K
|
+2,120
|
+4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.89M
|
+$83.9K
|
+2,469
|
+5%
|
|
