|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.9M
|
+$5.72M
|
+140,145
|
+12%
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$17.1M
|
+$16.4M
|
+400,734
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$8.61M
|
+210,966
|
+167%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.45M
|
-$237K
|
-5,808
|
-3%
|
|
|
5
|
LVM Capital Management
Portage,
Michigan
|
$8.29M
|
+$546K
|
+13,370
|
+7%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$8.07M
|
-$110K
|
-2,700
|
-1%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.42M
|
+$363K
|
+8,905
|
+5%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$7.13M
|
-$257K
|
-6,295
|
-4%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.99M
|
-$23.5K
|
-576
|
-0.4%
|
|
|
10
|
|
$5.94M
|
-$454K
|
-11,124
|
-7%
|
|
|
11
|
Amarillo National Bank
Amarillo,
Texas
|
$5.84M
|
+$64.2K
|
+1,573
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.48M
|
+$2.48M
|
+60,742
|
+90%
|
|
|
13
|
|
$5M
|
+$4.78M
|
+117,238
|
New
|
|
|
14
|
Sierra Capital
Miami,
Florida
|
$5M
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.57M
|
-$38K
|
-932
|
-1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.48M
|
+$3.33M
|
+81,504
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.48M
|
+$1.94M
|
+47,604
|
+141%
|
|
|
18
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$3.28M
|
+$81.7K
|
+2,003
|
+3%
|
|
|
19
|
Trinity Legacy Partners
Houston,
Texas
|
$2.78M
|
+$2.66M
|
+65,164
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.51M
|
-$51.7K
|
-1,268
|
-2%
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
$2.51M
|
-$126K
|
-3,077
|
-5%
|
|
|
22
|
|
$2.36M
|
+$760K
|
+18,619
|
+51%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.23M
|
+$187K
|
+4,591
|
+10%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.23M
|
+$615K
|
+15,061
|
+39%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$2.2M
|
+$2.1M
|
+51,455
|
New
|
|
