|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.6M
|
+$8.16M
|
+902,884
|
+28%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$27M
|
-$512K
|
-56,622
|
-2%
|
|
|
3
|
|
$25.2M
|
+$868K
|
+95,992
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$4.37M
|
+483,126
|
+70%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.57M
|
+$1.7M
|
+187,996
|
+60%
|
|
|
6
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$4.39M
|
+$4.35M
|
+481,186
|
New
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.9M
|
+$3.86M
|
+427,117
|
New
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.16M
|
-$283K
|
-31,251
|
-8%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$3.02M
|
+$391K
|
+43,222
|
+15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.73M
|
+$399K
|
+44,114
|
+17%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.7M
|
+$232K
|
+25,629
|
+9%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$2.19M
|
+$143K
|
+15,847
|
+7%
|
|
|
13
|
Root Financial Partners
Encinitas,
California
|
$2.04M
|
+$2.02M
|
+223,241
|
New
|
|
|
14
|
Vise Technologies
New York
|
$2.04M
|
+$2.02M
|
+223,241
|
New
|
|
|
15
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.82M
|
–
|
–
|
–
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.57M
|
+$1.67K
|
+185
|
+0.1%
|
|
|
17
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.37M
|
-$52.6K
|
-5,821
|
-4%
|
|
|
18
|
|
$1.21M
|
+$1.2M
|
+132,778
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.18M
|
-$18.2K
|
-2,015
|
-2%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.09M
|
+$1.08M
|
+119,490
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.02M
|
-$4.91K
|
-543
|
-0.5%
|
|
|
22
|
Abbot Financial Management
Andover,
Massachusetts
|
$911K
|
-$23.6K
|
-2,614
|
-3%
|
|
|
23
|
|
$801K
|
-$1.59M
|
-175,924
|
-67%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$652K
|
+$289K
|
+31,950
|
+81%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$650K
|
+$644K
|
+71,202
|
New
|
|
