|
1
|
|
$18.9M
|
+$2.45M
|
+145,590
|
+16%
|
|
|
2
|
|
$4.18M
|
–
|
–
|
–
|
|
|
3
|
Atria Wealth Solutions
New York
|
$3.75M
|
+$908K
|
+53,907
|
+33%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.27M
|
+$92.6K
|
+5,499
|
+3%
|
|
|
5
|
Beck Capital Management
Austin,
Texas
|
$3.18M
|
+$3.08M
|
+182,767
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.34M
|
+$72.4K
|
+4,298
|
+3%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.14M
|
+$6.1K
|
+362
|
+0.3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$150K
|
+8,931
|
+8%
|
|
|
9
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.42M
|
-$135K
|
-7,997
|
-9%
|
|
|
10
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.32M
|
+$370K
|
+21,988
|
+41%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$967K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$801K
|
+$25.7K
|
+1,525
|
+3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$792K
|
-$8.76K
|
-520
|
-1%
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$650K
|
-$113K
|
-6,726
|
-15%
|
|
|
15
|
|
$625K
|
+$430K
|
+25,499
|
+246%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$593K
|
-$4.41K
|
-262
|
-0.8%
|
|
|
17
|
Oppenheimer & Co
New York
|
$499K
|
+$191K
|
+11,311
|
+65%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$456K
|
+$441K
|
+26,171
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$431K
|
-$24.2K
|
-1,436
|
-5%
|
|
|
20
|
Schnieders Capital Management
Pasadena,
California
|
$419K
|
+$87.9K
|
+5,220
|
+28%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$396K
|
+$8.99K
|
+534
|
+2%
|
|
|
22
|
Koshinski Asset Management
Decatur,
Illinois
|
$377K
|
+$36.2K
|
+2,151
|
+11%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$357K
|
+$50.2K
|
+2,978
|
+17%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$323K
|
+$81.2K
|
+4,822
|
+35%
|
|
|
25
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$309K
|
+$67
|
+4
|
+0%
|
|
