|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$936K
|
-39,655
|
-8%
|
|
|
2
|
|
$10.7M
|
+$6.29M
|
+266,573
|
+142%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.35M
|
+$2.39M
|
+101,059
|
+40%
|
|
|
4
|
|
$7.7M
|
+$487K
|
+20,648
|
+7%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$6.68M
|
-$61.2K
|
-2,593
|
-0.9%
|
|
|
6
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$6.22M
|
+$199K
|
+8,444
|
+3%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$5.9M
|
+$20.4K
|
+864
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.6M
|
-$1.42M
|
-60,049
|
-24%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.17M
|
+$68.6K
|
+2,905
|
+2%
|
|
|
10
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$3.63M
|
-$88.5K
|
-3,750
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.58M
|
-$1.12M
|
-47,437
|
-24%
|
|
|
12
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.37M
|
-$535K
|
-22,650
|
-14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.94M
|
+$181K
|
+7,653
|
+7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.62M
|
-$2.51M
|
-106,473
|
-49%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.81M
|
-$132K
|
-5,593
|
-7%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.38M
|
-$595K
|
-25,221
|
-30%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$1.23M
|
+$185K
|
+7,831
|
+18%
|
|
|
18
|
|
$1.21M
|
-$4.7K
|
-199
|
-0.4%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$978K
|
-$76.8K
|
-3,256
|
-7%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$915K
|
+$766K
|
+32,442
|
+517%
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$869K
|
-$61.6K
|
-2,610
|
-7%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$855K
|
-$47.8K
|
-2,024
|
-5%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$786K
|
-$44.2K
|
-1,871
|
-5%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$782K
|
-$1.04M
|
-44,274
|
-57%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$764K
|
+$502K
|
+21,256
|
+193%
|
|
