|
1
|
|
$35.9M
|
+$778K
|
+26,918
|
+2%
|
|
|
2
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$17.3M
|
+$128K
|
+4,419
|
+0.8%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$308K
|
+10,663
|
+3%
|
|
|
4
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$2.91M
|
-$87.6K
|
-3,029
|
-3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$969K
|
+$177K
|
+6,113
|
+23%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$932K
|
+$382K
|
+13,206
|
+74%
|
|
|
7
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$831K
|
-$39.3K
|
-1,359
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$571K
|
+$122K
|
+4,214
|
+28%
|
|
|
9
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$402K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$382K
|
+$66.4K
|
+2,296
|
+22%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$307K
|
+$9.63K
|
+333
|
+3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$283K
|
+$1.85K
|
+64
|
+0.7%
|
|
|
13
|
|
$264K
|
-$256K
|
-8,845
|
-50%
|
|
|
14
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$229K
|
-$1.82K
|
-63
|
-0.8%
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$222K
|
+$214K
|
+7,400
|
New
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$152K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
-$50.6K
|
-1,750
|
-26%
|
|
|
18
|
|
$103K
|
+$70.8K
|
+2,450
|
+246%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$41.9K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
21
|
Glassman Wealth Services
Vienna,
Virginia
|
$17.8K
|
–
|
–
|
–
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13.5K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.71K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$3.59K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$958
|
-$58
|
-2
|
-6%
|
|
