|
1
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$1.52M
|
+206,280
|
+14%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.89M
|
+$3.26M
|
+442,977
|
+59%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
+$1.02M
|
+139,076
|
+17%
|
|
|
4
|
|
$7.16M
|
+$1.13M
|
+154,224
|
+19%
|
|
|
5
|
First American Trust
Santa Ana,
California
|
$2.05M
|
+$2.04M
|
+276,756
|
New
|
|
|
6
|
DeDora Capital
Napa,
California
|
$1.89M
|
+$1.88M
|
+255,294
|
New
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.66M
|
+$759K
|
+103,166
|
+86%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.62M
|
+$262K
|
+35,572
|
+19%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.5M
|
+$1.49M
|
+202,255
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
+$621K
|
+84,426
|
+74%
|
|
|
11
|
Bridgewealth Advisory Group
Fresno,
California
|
$1.38M
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.33M
|
+$78.9K
|
+10,729
|
+6%
|
|
|
13
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.26M
|
+$1.46K
|
+199
|
+0.1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.2M
|
-$197K
|
-26,800
|
-14%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.17M
|
+$26.3K
|
+3,582
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.09M
|
+$678K
|
+92,174
|
+169%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.07M
|
+$1.06M
|
+143,983
|
New
|
|
|
18
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$997K
|
+$187K
|
+25,396
|
+23%
|
|
|
20
|
|
$984K
|
+$179K
|
+24,364
|
+23%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$871K
|
-$355K
|
-48,271
|
-29%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$868K
|
+$74.6K
|
+10,146
|
+9%
|
|
|
23
|
|
$801K
|
–
|
–
|
–
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$801K
|
–
|
–
|
–
|
|
|
25
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$704K
|
+$698K
|
+94,915
|
New
|
|
