|
1
|
|
$31.8M
|
+$220K
|
+6,698
|
+0.6%
|
|
|
2
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$16.2M
|
-$1.52M
|
-46,268
|
-8%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$7.04M
|
+$3.21M
|
+97,666
|
+70%
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.03M
|
+$6.67M
|
+203,055
|
New
|
|
|
5
|
Black Swift Group
Boulder,
Colorado
|
$4.08M
|
+$4.51M
|
+137,320
|
New
|
|
|
6
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$2.82M
|
+$44.4K
|
+1,350
|
+1%
|
|
|
7
|
|
$922K
|
+$1.02M
|
+31,072
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$890K
|
-$5.03K
|
-153
|
-0.5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$540K
|
+$598K
|
+18,187
|
New
|
|
|
10
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$398K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$363K
|
-$41.6K
|
-1,264
|
-9%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$338K
|
-$2.46K
|
-75
|
-0.7%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$301K
|
+$41.1K
|
+1,250
|
+14%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$253K
|
+$49.2K
|
+1,498
|
+21%
|
|
|
15
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$211K
|
-$3.48K
|
-106
|
-1%
|
|
|
16
|
|
$192K
|
+$192K
|
+5,851
|
+933%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$148K
|
-$493
|
-15
|
-0.3%
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$138K
|
-$13.8K
|
-419
|
-8%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$75K
|
+$37.1K
|
+1,129
|
+81%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
21
|
Glassman Wealth Services
Vienna,
Virginia
|
$17.6K
|
–
|
–
|
–
|
|
|
22
|
Aventura Private Wealth
Aventura,
Florida
|
$8.9K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.64K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$6.5K
|
-$35.5K
|
-1,079
|
-83%
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.22K
|
-$282K
|
-8,565
|
-98%
|
|
