|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$798K
|
+20,389
|
+5%
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.9M
|
+$523K
|
+13,363
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.16M
|
+$294K
|
+7,501
|
+3%
|
|
|
4
|
|
$7.91M
|
+$79.8K
|
+2,039
|
+1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.76M
|
-$14.7K
|
-375
|
-0.2%
|
|
|
6
|
|
$7.34M
|
-$7.83M
|
-199,990
|
-52%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$6.5M
|
-$6.11M
|
-156,030
|
-49%
|
|
|
8
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$5.45M
|
+$29.7K
|
+759
|
+0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.26M
|
+$113K
|
+2,890
|
+2%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$5.14M
|
+$927K
|
+23,687
|
+23%
|
|
|
11
|
Bollard Group
Boston,
Massachusetts
|
$5.09M
|
+$25.9K
|
+662
|
+0.5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.03M
|
+$310K
|
+7,927
|
+9%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$3.77M
|
+$466K
|
+11,918
|
+15%
|
|
|
14
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.59M
|
+$730K
|
+18,660
|
+26%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$3.54M
|
-$172K
|
-4,386
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.26M
|
-$664K
|
-16,980
|
-17%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.93M
|
+$624K
|
+15,947
|
+28%
|
|
|
18
|
Vicus Capital
State College,
Pennsylvania
|
$2.84M
|
+$207K
|
+5,283
|
+8%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$2.68M
|
-$45.9K
|
-1,173
|
-2%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.65M
|
+$886K
|
+22,639
|
+53%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.63M
|
-$37.9K
|
-969
|
-1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.57M
|
+$97.6K
|
+2,494
|
+4%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$2.38M
|
-$38.6K
|
-986
|
-2%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$2.27M
|
+$27.8K
|
+710
|
+1%
|
|
|
25
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$2.18M
|
+$2.12M
|
+54,054
|
New
|
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