|
1
|
|
$16.2M
|
+$803K
|
+115,028
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$67.8K
|
+9,717
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$1.93M
|
+276,858
|
+18%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$716K
|
+102,555
|
+7%
|
|
|
5
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$7.51M
|
+$164K
|
+23,500
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.35M
|
+$17K
|
+2,434
|
+0.3%
|
|
|
7
|
GAMCO Investors
Greenwich,
Connecticut
|
$6M
|
–
|
–
|
–
|
|
|
8
|
International Assets Investment Management
Orlando,
Florida
|
$5.11M
|
+$5.13M
|
+734,717
|
New
|
|
|
9
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.31M
|
–
|
–
|
–
|
|
|
10
|
|
$3.68M
|
-$3.9M
|
-558,156
|
-51%
|
|
|
11
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$3.56M
|
–
|
–
|
–
|
|
|
12
|
Golden State Wealth Management
Santa Ana,
California
|
$3.56M
|
+$119K
|
+16,995
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.39M
|
+$49.6K
|
+7,103
|
+1%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$2.59M
|
+$379K
|
+54,351
|
+17%
|
|
|
15
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.44M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.33M
|
-$12.8K
|
-1,831
|
-0.5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.3M
|
-$18.1K
|
-2,597
|
-0.8%
|
|
|
18
|
Accel Wealth Management
Waverly,
Iowa
|
$2.16M
|
+$124K
|
+17,801
|
+6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.99M
|
-$221K
|
-31,714
|
-10%
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.74M
|
+$97.9K
|
+14,025
|
+6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.69M
|
+$134K
|
+19,154
|
+9%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.56M
|
+$47.4K
|
+6,793
|
+3%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$1.48M
|
+$1.49M
|
+213,912
|
New
|
|
|
24
|
Advisors Asset Management
Monument,
Colorado
|
$1.41M
|
+$61K
|
+8,736
|
+5%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.36M
|
+$69.8K
|
+10,000
|
+5%
|
|
