|
1
|
LPL Financial
San Diego,
California
|
$17.1M
|
-$175K
|
-2,689
|
-1%
|
|
|
2
|
|
$14.2M
|
-$14.4M
|
-221,837
|
-50%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$1.28M
|
+19,653
|
+13%
|
|
|
4
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.83M
|
+$2.54M
|
+39,072
|
+47%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$5.29M
|
-$773K
|
-11,881
|
-13%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.54M
|
+$1.2M
|
+18,502
|
+35%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.27M
|
+$928K
|
+14,257
|
+27%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.9M
|
-$1.57M
|
-24,129
|
-28%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.89M
|
-$93.9K
|
-1,443
|
-2%
|
|
|
10
|
Milestones Private Investment Advisors
Fairport,
New York
|
$3.7M
|
+$94.7K
|
+1,456
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$3.1M
|
+$1.02M
|
+15,719
|
+48%
|
|
|
12
|
|
$2.7M
|
+$9.76K
|
+150
|
+0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.35M
|
-$1.18M
|
-18,138
|
-33%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.08M
|
+$276K
|
+4,245
|
+15%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
+$228K
|
+3,509
|
+14%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.84M
|
+$280K
|
+4,297
|
+18%
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.8M
|
-$35.5K
|
-546
|
-2%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.77M
|
-$185K
|
-2,850
|
-9%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.77M
|
+$135K
|
+2,071
|
+8%
|
|
|
20
|
|
$1.74M
|
-$1.44M
|
-22,141
|
-45%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.62M
|
-$55.1K
|
-847
|
-3%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.44M
|
-$505K
|
-7,757
|
-26%
|
|
|
23
|
Navellier & Associates
Reno,
Nevada
|
$1.3M
|
-$163K
|
-2,511
|
-11%
|
|
|
24
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.1M
|
+$559K
|
+8,588
|
+99%
|
|
|
25
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.1M
|
–
|
–
|
–
|
|
