|
1
|
|
$21.9M
|
+$1.92M
|
+111,999
|
+10%
|
|
|
2
|
Atria Wealth Solutions
New York
|
$4.59M
|
+$615K
|
+35,836
|
+17%
|
|
|
3
|
|
$4.39M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.55M
|
+$114K
|
+6,616
|
+4%
|
|
|
5
|
Beck Capital Management
Austin,
Texas
|
$3.33M
|
-$13K
|
-760
|
-0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.27M
|
+$1.09M
|
+63,497
|
+55%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.83M
|
+$356K
|
+20,752
|
+15%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.28M
|
+$27.1K
|
+1,576
|
+1%
|
|
|
9
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.46M
|
-$25.5K
|
-1,484
|
-2%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.01M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$830K
|
-$1.37K
|
-80
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$821K
|
+$453K
|
+26,391
|
+143%
|
|
|
13
|
Koshinski Asset Management
Decatur,
Illinois
|
$811K
|
+$389K
|
+22,687
|
+105%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$798K
|
-$550K
|
-32,026
|
-42%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$691K
|
-$141K
|
-8,207
|
-18%
|
|
|
16
|
Csenge Advisory Group
Clearwater,
Florida
|
$632K
|
-$47.5K
|
-2,767
|
-7%
|
|
|
17
|
Oppenheimer & Co
New York
|
$615K
|
+$85.9K
|
+5,007
|
+17%
|
|
|
18
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$612K
|
+$574K
|
+33,446
|
New
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$610K
|
+$573K
|
+33,368
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$504K
|
+$48.9K
|
+2,847
|
+12%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$469K
|
+$88K
|
+5,129
|
+25%
|
|
|
22
|
Schnieders Capital Management
Pasadena,
California
|
$464K
|
+$22.3K
|
+1,300
|
+5%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$419K
|
+$2.94K
|
+171
|
+0.8%
|
|
|
24
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$319K
|
-$5.15K
|
-300
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$298K
|
-$21.3K
|
-1,243
|
-7%
|
|
