|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$33.8K
|
+1,434
|
+0.3%
|
|
|
2
|
|
$7.2M
|
+$619K
|
+26,235
|
+9%
|
|
|
3
|
Asset Dedication LLC
San Francisco,
California
|
$6.74M
|
+$705K
|
+29,882
|
+12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.02M
|
-$143K
|
-6,046
|
-2%
|
|
|
5
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$6.02M
|
+$4.63M
|
+196,362
|
+336%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.96M
|
-$1.11M
|
-47,098
|
-16%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$5.87M
|
+$23.7K
|
+1,005
|
+0.4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.13M
|
-$296K
|
-12,532
|
-5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.69M
|
-$2.4M
|
-101,641
|
-34%
|
|
|
10
|
|
$4.43M
|
-$2.14M
|
-90,853
|
-33%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.1M
|
+$102K
|
+4,307
|
+3%
|
|
|
12
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.9M
|
+$2.26K
|
+96
|
+0.1%
|
|
|
13
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$3.71M
|
+$63.1K
|
+2,675
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
+$160K
|
+6,784
|
+6%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$2.58M
|
+$969K
|
+41,097
|
+60%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.97M
|
-$2.2M
|
-93,422
|
-53%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.95M
|
-$966K
|
-40,962
|
-33%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.83M
|
-$396K
|
-16,773
|
-18%
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.27M
|
+$263K
|
+11,135
|
+26%
|
|
|
20
|
|
$1.21M
|
+$118
|
+5
|
+0%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.05M
|
+$225K
|
+9,537
|
+27%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.04M
|
+$188K
|
+7,961
|
+22%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$931K
|
-$71.5K
|
-3,032
|
-7%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$915K
|
-$3.11M
|
-132,061
|
-95%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$902K
|
-$34.1K
|
-1,444
|
-4%
|
|
