|
1
|
LPL Financial
San Diego,
California
|
$9.3M
|
+$6.27M
|
+260,732
|
+201%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.16M
|
+$766K
|
+31,841
|
+12%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.93M
|
+$278K
|
+11,569
|
+4%
|
|
|
4
|
WJ Wealth Management
Glendale,
Arizona
|
$6.3M
|
+$6.37M
|
+265,069
|
New
|
|
|
5
|
|
$5.12M
|
+$2.02M
|
+84,071
|
+64%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$3.7M
|
+$3.28M
|
+136,426
|
+711%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.78M
|
+$1.81M
|
+75,164
|
+181%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.55M
|
+$92.7K
|
+3,855
|
+4%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.49M
|
+$100K
|
+4,172
|
+4%
|
|
|
10
|
Flow Traders U.S.
New York
|
$2.2M
|
+$1.81M
|
+75,355
|
+446%
|
|
|
11
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.17M
|
+$536K
|
+22,300
|
+32%
|
|
|
12
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.74M
|
-$134K
|
-5,554
|
-7%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.53M
|
+$1.55M
|
+64,308
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
-$1.4K
|
-58
|
-0.1%
|
|
|
15
|
|
$1.21M
|
+$186K
|
+7,726
|
+18%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$923K
|
+$119K
|
+4,967
|
+15%
|
|
|
17
|
McLean Asset Management
Tysons,
Virginia
|
$890K
|
–
|
–
|
–
|
|
|
18
|
Arrow Financial
Glens Falls,
New York
|
$775K
|
+$252K
|
+10,479
|
+47%
|
|
|
19
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$585K
|
+$169K
|
+7,025
|
+40%
|
|
|
20
|
Bellecapital
Zurich,
Switzerland
|
$506K
|
–
|
–
|
–
|
|
|
21
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$458K
|
-$71.5K
|
-2,975
|
-13%
|
|
|
22
|
Leavell Investment Management
Mobile,
Alabama
|
$436K
|
+$7.98K
|
+332
|
+2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$395K
|
+$121K
|
+5,036
|
+44%
|
|
|
24
|
HeadInvest LLC
Portland,
Maine
|
$392K
|
–
|
–
|
–
|
|
|
25
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$381K
|
–
|
–
|
–
|
|
