|
1
|
Wells Fargo
San Francisco,
California
|
$3.68M
|
+$446K
|
+18,448
|
+14%
|
|
|
2
|
|
$2.96M
|
+$1.58M
|
+65,225
|
+114%
|
|
|
3
|
Asset Dedication LLC
San Francisco,
California
|
$2.92M
|
+$549K
|
+22,683
|
+23%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
+$81.8K
|
+3,379
|
+3%
|
|
|
5
|
|
$2.05M
|
+$550K
|
+22,729
|
+37%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.93M
|
+$491K
|
+20,302
|
+34%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$17.2K
|
+712
|
+1%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$715K
|
–
|
–
|
–
|
|
|
9
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$612K
|
-$21.9K
|
-906
|
-3%
|
|
|
10
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$533K
|
+$532K
|
+22,000
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$524K
|
-$55.6K
|
-2,300
|
-10%
|
|
|
12
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$524K
|
+$22K
|
+909
|
+4%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$470K
|
-$71.7K
|
-2,962
|
-13%
|
|
|
14
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$380K
|
–
|
–
|
–
|
|
|
15
|
Cypress Wealth Services
Palm Desert,
California
|
$300K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$281K
|
+$48.4K
|
+2,001
|
+21%
|
|
|
17
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$271K
|
-$177K
|
-7,300
|
-40%
|
|
|
18
|
|
$236K
|
+$236K
|
+9,745
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$148K
|
+$8.83K
|
+365
|
+6%
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$101K
|
-$6.82K
|
-282
|
-6%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$97K
|
–
|
–
|
–
|
|
|
22
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$77K
|
-$7.02K
|
-290
|
-8%
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$10K
|
+$10K
|
+414
|
New
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
-$10K
|
-414
|
-51%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$4.82K
|
+199
|
New
|
|
