|
1
|
TMD Wealth Management
Scottsdale,
Arizona
|
$17.5M
|
+$10M
|
+424,749
|
+134%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$1.7M
|
+72,368
|
+16%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.09M
|
-$290K
|
-12,324
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.06M
|
+$574K
|
+24,387
|
+9%
|
|
|
5
|
|
$6.58M
|
-$59.5K
|
-2,528
|
-0.9%
|
|
|
6
|
|
$6.57M
|
+$6.56M
|
+278,444
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.16M
|
+$249K
|
+10,556
|
+4%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$6.03M
|
+$1.74M
|
+73,791
|
+41%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$5.84M
|
-$191K
|
-8,100
|
-3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.42M
|
-$2.32M
|
-98,676
|
-30%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.18M
|
+$273K
|
+11,600
|
+7%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.99M
|
+$932K
|
+39,570
|
+31%
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.89M
|
-$29.9K
|
-1,269
|
-0.8%
|
|
|
14
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$3.65M
|
+$468K
|
+19,875
|
+15%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$3.45M
|
+$2.35M
|
+99,619
|
+257%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.91M
|
+$802K
|
+34,068
|
+38%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.59M
|
+$127K
|
+5,411
|
+5%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.22M
|
+$625K
|
+26,524
|
+39%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$1.61M
|
+$1.6M
|
+68,154
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
+$1.38M
|
+58,738
|
New
|
|
|
21
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1.38M
|
+$238K
|
+10,109
|
+21%
|
|
|
22
|
|
$1.21M
|
+$47
|
+2
|
+0%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.09M
|
+$326K
|
+13,855
|
+43%
|
|
|
24
|
Flow Traders U.S.
New York
|
$1.01M
|
+$178K
|
+7,566
|
+22%
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1M
|
+$2.38K
|
+101
|
+0.2%
|
|
