|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
-$4.22M
|
-180,316
|
-17%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.8M
|
+$11.7M
|
+499,556
|
New
|
|
|
3
|
|
$10.9M
|
+$2.95M
|
+125,768
|
+37%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.04M
|
+$190K
|
+8,108
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.27M
|
+$1.05M
|
+44,633
|
+25%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.31M
|
+$487K
|
+20,787
|
+17%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.61M
|
-$2.2M
|
-93,827
|
-46%
|
|
|
8
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.09M
|
+$14K
|
+599
|
+0.7%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.64M
|
+$1.23M
|
+52,372
|
+311%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.44M
|
+$387K
|
+16,528
|
+37%
|
|
|
11
|
SG Americas Securities
New York
|
$639K
|
–
|
–
|
–
|
|
|
12
|
WealthSource Partners
San Luis Obispo,
California
|
$391K
|
+$56.2K
|
+2,401
|
+17%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$389K
|
-$314K
|
-13,429
|
-45%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$305K
|
+$64K
|
+2,733
|
+27%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$275K
|
+$14.4K
|
+614
|
+6%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$241K
|
-$44.6K
|
-1,905
|
-16%
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$208K
|
+$206K
|
+8,810
|
New
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$103K
|
+$47.8K
|
+2,043
|
+89%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$27K
|
+$26.6K
|
+1,134
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$16K
|
+$15.9K
|
+680
|
New
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
+$8.73K
|
+373
|
+746%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$8K
|
+$8.1K
|
+346
|
New
|
|
|
24
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5K
|
+$23
|
+1
|
+0.5%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
+$2.13K
|
+91
|
New
|
|
