|
1
|
|
$106M
|
+$56.1M
|
+1,500,996
|
+114%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
+$391K
|
+10,452
|
+3%
|
|
|
3
|
|
$12.1M
|
+$7.29M
|
+194,960
|
+154%
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.13M
|
+$891K
|
+23,855
|
+11%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.95M
|
+$8.86M
|
+237,176
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
+$418K
|
+11,175
|
+6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.07M
|
+$227K
|
+6,066
|
+3%
|
|
|
8
|
|
$6.81M
|
+$178K
|
+4,761
|
+3%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$6.04M
|
+$113K
|
+3,021
|
+2%
|
|
|
10
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.98M
|
-$30.5K
|
-815
|
-0.6%
|
|
|
11
|
Bollard Group
Boston,
Massachusetts
|
$4.69M
|
+$33K
|
+883
|
+0.7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
+$108K
|
+2,903
|
+3%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.88M
|
+$3.25K
|
+87
|
+0.1%
|
|
|
14
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.55M
|
+$650K
|
+17,400
|
+23%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.48M
|
-$131K
|
-3,493
|
-4%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$3.47M
|
+$234K
|
+6,250
|
+7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.26M
|
+$128K
|
+3,428
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.01M
|
+$134K
|
+3,579
|
+5%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$2.62M
|
-$332K
|
-8,886
|
-11%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$2.44M
|
-$50.6K
|
-1,353
|
-2%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.43M
|
-$184K
|
-4,935
|
-7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.18M
|
+$173K
|
+4,627
|
+9%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$2.13M
|
-$32.5K
|
-869
|
-2%
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$2.09M
|
-$12.1K
|
-324
|
-0.6%
|
|
|
25
|
Geier Asset Management
Marriottsville,
Maryland
|
$2.03M
|
+$1.02M
|
+27,313
|
+103%
|
|
