|
1
|
UBS Group
Zurich,
Switzerland
|
$24.8M
|
+$1.86M
|
+89,379
|
+8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.84M
|
-$18.6M
|
-893,784
|
-67%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.38M
|
-$1.62M
|
-77,892
|
-15%
|
|
|
4
|
Brookwood Investment Group
Phoenix,
Arizona
|
$5.86M
|
+$323K
|
+15,558
|
+5%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$5.73M
|
-$707K
|
-34,024
|
-10%
|
|
|
6
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$5.48M
|
-$554K
|
-26,667
|
-65%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.23M
|
+$1.8M
|
+86,860
|
+67%
|
|
|
8
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.48M
|
+$59.5K
|
+2,862
|
+2%
|
|
|
9
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.51M
|
-$166K
|
-7,979
|
-9%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.38M
|
-$8.21K
|
-395
|
-0.6%
|
|
|
11
|
Advisory Advocates
Grand Rapids,
Michigan
|
$1.27M
|
+$110K
|
+5,300
|
+9%
|
|
|
12
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.18M
|
+$1.26M
|
+60,830
|
New
|
|
|
13
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.18M
|
-$171K
|
-8,225
|
-12%
|
|
|
14
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$1.17M
|
+$31.3K
|
+1,507
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$446K
|
+21,459
|
+57%
|
|
|
16
|
Western Wealth Management
Golden,
Colorado
|
$1.14M
|
+$1.21M
|
+58,455
|
New
|
|
|
17
|
Whipplewood Advisors
Littleton,
Colorado
|
$971K
|
–
|
–
|
–
|
|
|
18
|
Golden State Equity Partners
South Coast Metro,
California
|
$889K
|
+$170K
|
+8,193
|
+22%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$827K
|
-$199K
|
-9,581
|
-18%
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$734K
|
+$35.2K
|
+1,694
|
+5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674K
|
+$13K
|
+628
|
+2%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$612K
|
+$14.5K
|
+700
|
+2%
|
|
|
23
|
Balentine LLC
Atlanta,
Georgia
|
$594K
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$586K
|
+$18.7K
|
+902
|
+3%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$540K
|
+$206K
|
+9,928
|
+56%
|
|
