|
1
|
UBS Group
Zurich,
Switzerland
|
$44.6M
|
+$8.45M
|
+195,573
|
+27%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$168K
|
+3,899
|
+1%
|
|
|
3
|
|
$13.9M
|
-$603K
|
-13,966
|
-5%
|
|
|
4
|
Journey Strategic Wealth
Summit,
New Jersey
|
$13.8M
|
+$12.1M
|
+281,158
|
New
|
|
|
5
|
Berkshire Money Management
Dalton,
Massachusetts
|
$8.08M
|
+$274K
|
+6,344
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.49M
|
-$737K
|
-17,057
|
-10%
|
|
|
7
|
Members Advisory Group
Williamsville,
New York
|
$7.25M
|
-$2.01M
|
-46,561
|
-24%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.89M
|
+$923K
|
+21,361
|
+22%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.68M
|
-$347K
|
-8,025
|
-8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.04M
|
-$85.2K
|
-1,972
|
-3%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.83M
|
+$436K
|
+10,081
|
+21%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.31M
|
-$20.2K
|
-467
|
-1%
|
|
|
13
|
Providence First Trust
Scottsdale,
Arizona
|
$2.29M
|
-$259
|
-6
|
-0%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
+$26.5K
|
+613
|
+2%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$1.8M
|
-$298K
|
-6,898
|
-16%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$1.77M
|
+$149K
|
+3,441
|
+11%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.71M
|
+$50.6K
|
+1,171
|
+3%
|
|
|
18
|
Orser Capital Management
Southlake,
Texas
|
$1.47M
|
+$1.29M
|
+29,820
|
New
|
|
|
19
|
Indie Asset Partners
Carmel,
Indiana
|
$1.41M
|
-$203K
|
-4,698
|
-14%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$1.4M
|
+$72.5K
|
+1,678
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$679K
|
+15,711
|
+144%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.28M
|
-$112K
|
-2,587
|
-9%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.26M
|
+$1.11M
|
+25,625
|
New
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$953K
|
+$838K
|
+19,400
|
New
|
|
|
25
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$938K
|
+$406K
|
+9,400
|
+97%
|
|
