|
1
|
|
$14.9M
|
+$745K
|
+120,754
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$71.1K
|
+11,534
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$449K
|
-72,815
|
-3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.66M
|
+$497K
|
+80,598
|
+5%
|
|
|
5
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$6.31M
|
+$80.8K
|
+13,105
|
+1%
|
|
|
6
|
GAMCO Investors
Greenwich,
Connecticut
|
$4.77M
|
-$1.23K
|
-200
|
-0%
|
|
|
7
|
International Assets Investment Management
Orlando,
Florida
|
$4.69M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.47M
|
-$413K
|
-66,957
|
-8%
|
|
|
9
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3.42M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.97M
|
+$189K
|
+30,702
|
+6%
|
|
|
11
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$2.83M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
+$426K
|
+69,062
|
+22%
|
|
|
13
|
|
$2.09M
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.06M
|
+$612K
|
+99,210
|
+36%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$1.99M
|
+$65.1K
|
+10,563
|
+3%
|
|
|
16
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.93M
|
–
|
–
|
–
|
|
|
17
|
Accel Wealth Management
Waverly,
Iowa
|
$1.71M
|
+$14.1K
|
+2,279
|
+0.8%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.53M
|
+$17.2K
|
+2,794
|
+1%
|
|
|
19
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.46M
|
-$697
|
-113
|
-0%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.27M
|
+$57.9K
|
+9,394
|
+4%
|
|
|
21
|
Advisors Asset Management
Monument,
Colorado
|
$1.09M
|
-$10.5K
|
-1,695
|
-0.8%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.05M
|
-$63.9K
|
-10,366
|
-5%
|
|
|
23
|
Independent Financial Group
San Diego,
California
|
$939K
|
+$255K
|
+41,402
|
+32%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$778K
|
+$4.07K
|
+660
|
+0.5%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$768K
|
+$126K
|
+20,509
|
+17%
|
|
