|
1
|
Bank of America
Charlotte,
North Carolina
|
$32.4M
|
-$5.51M
|
-68,910
|
-15%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.9M
|
+$640K
|
+8,011
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$3.06M
|
-38,253
|
-21%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.6M
|
-$5.9M
|
-73,892
|
-35%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$8.04M
|
+$1.54M
|
+19,286
|
+25%
|
|
|
6
|
FLC Capital Advisors
Palm Desert,
California
|
$6.12M
|
-$4.56M
|
-57,074
|
-44%
|
|
|
7
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.07M
|
+$127K
|
+1,592
|
+2%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.32M
|
-$59.8K
|
-748
|
-1%
|
|
|
9
|
|
$5.3M
|
-$231K
|
-2,885
|
-4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.22M
|
+$318K
|
+3,981
|
+7%
|
|
|
11
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.79M
|
-$711K
|
-8,895
|
-13%
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4M
|
+$404K
|
+5,055
|
+12%
|
|
|
13
|
|
$3.86M
|
+$418K
|
+5,229
|
+13%
|
|
|
14
|
IFG Advisory
Atlanta,
Georgia
|
$3.56M
|
-$242K
|
-3,025
|
-7%
|
|
|
15
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.3M
|
-$31.8K
|
-398
|
-1%
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
$2.27M
|
+$80.5K
|
+1,008
|
+4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.27M
|
+$249K
|
+3,110
|
+13%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.61M
|
-$1.44M
|
-18,032
|
-48%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$51.1K
|
+640
|
+4%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.11M
|
+$344K
|
+4,303
|
+48%
|
|
|
21
|
SG Americas Securities
New York
|
$1M
|
+$184K
|
+2,300
|
+24%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$925K
|
-$21.2K
|
-265
|
-2%
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$790K
|
+$756K
|
+9,457
|
New
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$788K
|
-$4K
|
-50
|
-0.5%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$733K
|
–
|
–
|
–
|
|
