|
1
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$11.4M
|
+249,996
|
+54%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13M
|
+$1.47M
|
+32,202
|
+11%
|
|
|
3
|
|
$12M
|
-$4.27M
|
-93,816
|
-24%
|
|
|
4
|
Members Advisory Group
Williamsville,
New York
|
$7.86M
|
-$1.04M
|
-22,741
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.86M
|
-$739K
|
-16,233
|
-9%
|
|
|
6
|
Berkshire Money Management
Dalton,
Massachusetts
|
$6.4M
|
+$7.19M
|
+157,999
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.17M
|
+$26.1K
|
+574
|
+0.6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.99M
|
+$1.05M
|
+23,162
|
+31%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.58M
|
-$14.7K
|
-322
|
-0.5%
|
|
|
10
|
|
$2.15M
|
+$2.42M
|
+53,141
|
New
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.95M
|
+$1.5M
|
+32,982
|
+221%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.92M
|
-$24K
|
-528
|
-1%
|
|
|
13
|
Providence First Trust
Scottsdale,
Arizona
|
$1.88M
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$1.76M
|
+$107K
|
+2,354
|
+6%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
+$82.1K
|
+1,804
|
+5%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.36M
|
+$278K
|
+6,112
|
+22%
|
|
|
17
|
Indie Asset Partners
Carmel,
Indiana
|
$1.35M
|
+$54.8K
|
+1,205
|
+4%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$1.32M
|
+$1.48M
|
+32,548
|
New
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.16M
|
-$113K
|
-2,477
|
-8%
|
|
|
20
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.09M
|
+$1.23M
|
+26,980
|
New
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$1.08M
|
+$86.8K
|
+1,906
|
+8%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$981K
|
-$16.4K
|
-361
|
-1%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$750K
|
-$175K
|
-3,853
|
-17%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$736K
|
+$28.2K
|
+619
|
+4%
|
|
|
25
|
Clear Creek Financial Management
Silverdale,
Washington
|
$668K
|
+$83.2K
|
+1,828
|
+12%
|
|
