|
1
|
|
$28.2M
|
+$3.6M
|
+182,773
|
+15%
|
|
|
2
|
Atria Wealth Solutions
New York
|
$5.97M
|
+$800K
|
+40,616
|
+16%
|
|
|
3
|
|
$4.91M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.09M
|
+$420K
|
+21,305
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.97M
|
+$749
|
+38
|
+0%
|
|
|
6
|
Beck Capital Management
Austin,
Texas
|
$3.75M
|
+$27.9K
|
+1,418
|
+0.8%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.66M
|
+$2.06M
|
+104,479
|
+407%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.66M
|
+$106K
|
+5,402
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.51M
|
-$641K
|
-32,515
|
-21%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.95M
|
+$989K
|
+50,192
|
+112%
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$1.69M
|
+$1.63M
|
+82,776
|
New
|
|
|
12
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.67M
|
+$36.7K
|
+1,863
|
+2%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.14M
|
+$217
|
+11
|
+0%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$960K
|
+$30.2K
|
+1,534
|
+3%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$951K
|
+$258K
|
+13,088
|
+39%
|
|
|
16
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$856K
|
+$560K
|
+28,434
|
+212%
|
|
|
17
|
Oppenheimer & Co
New York
|
$854K
|
+$159K
|
+8,076
|
+24%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$764K
|
-$8.67K
|
-440
|
-1%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$665K
|
-$219K
|
-11,137
|
-26%
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
$664K
|
-$234K
|
-11,893
|
-27%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$653K
|
+$308K
|
+15,621
|
+96%
|
|
|
22
|
Schnieders Capital Management
Pasadena,
California
|
$551K
|
+$30.5K
|
+1,550
|
+6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$530K
|
-$32.8K
|
-1,666
|
-6%
|
|
|
24
|
Norris Financial Group
Greenville,
South Carolina
|
$490K
|
+$471K
|
+23,927
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$416K
|
+$400K
|
+20,302
|
New
|
|
