|
1
|
Capital Advantage
Walnut Creek,
California
|
$59.8M
|
-$4.83M
|
-65,845
|
-8%
|
|
|
2
|
|
$54.3M
|
+$368K
|
+5,014
|
+0.7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$656K
|
+8,950
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.22M
|
-$2.17M
|
-29,613
|
-21%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.23M
|
+$1.86M
|
+25,341
|
+43%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.09M
|
-$4.72M
|
-64,345
|
-44%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
+$865K
|
+11,798
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.16M
|
+$142K
|
+1,937
|
+3%
|
|
|
9
|
|
$4.27M
|
-$16.7M
|
-227,828
|
-80%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$4.07M
|
+$4.03M
|
+54,905
|
New
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$3.53M
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.22M
|
+$140K
|
+1,915
|
+7%
|
|
|
13
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.51M
|
-$13.7K
|
-187
|
-0.9%
|
|
|
14
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$1.46M
|
-$882K
|
-12,029
|
-38%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
-$255K
|
-3,474
|
-15%
|
|
|
16
|
Strategic Advocates
Logan,
Utah
|
$1.24M
|
+$1.23M
|
+16,812
|
New
|
|
|
17
|
Fortress Wealth Management
Culver City,
California
|
$1.24M
|
-$142K
|
-1,943
|
-10%
|
|
|
18
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.22M
|
-$413K
|
-5,636
|
-26%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$1.17M
|
+$350K
|
+4,770
|
+43%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$37.5K
|
+512
|
+3%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.12M
|
+$416K
|
+5,668
|
+60%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
-$39.3K
|
-536
|
-4%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$950K
|
-$22.7K
|
-310
|
-2%
|
|
|
24
|
TrinityPoint Wealth
Milford,
Connecticut
|
$919K
|
-$252K
|
-3,443
|
-22%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$782K
|
+$19.8K
|
+270
|
+3%
|
|
