|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15M
|
–
|
–
|
–
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$3.55M
|
-$5.99M
|
-155,788
|
-62%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$3.36M
|
+87,469
|
+728,908%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.29M
|
+$555K
|
+14,435
|
+21%
|
|
|
5
|
Strategic Wealth Management
Kirkland,
Washington
|
$1.77M
|
+$1.75M
|
+45,501
|
New
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.49M
|
+$418K
|
+10,875
|
+40%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$907K
|
+23,601
|
+182%
|
|
|
9
|
Sandell Asset Management
New York
|
$1.36M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
+$840K
|
+21,859
|
+410%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$1.04M
|
+27,168
|
New
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$961K
|
+$948K
|
+24,670
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$934K
|
-$103K
|
-2,675
|
-10%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$830K
|
+$129K
|
+3,355
|
+19%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$804K
|
+$188K
|
+4,892
|
+31%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$700K
|
+$691K
|
+17,967
|
New
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$619K
|
+$611K
|
+15,882
|
New
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$434K
|
+$82.7K
|
+2,150
|
+24%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$361K
|
+$63.6K
|
+1,654
|
+22%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$359K
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$322K
|
+$318K
|
+8,282
|
New
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
23
|
Archer Investment Corporation
Carmel,
Indiana
|
$273K
|
–
|
–
|
–
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$265K
|
+$261K
|
+6,800
|
New
|
|
|
25
|
Naples Global Advisors
Naples,
Florida
|
$239K
|
+$235K
|
+6,125
|
New
|
|
