|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
+$637K
|
+16,566
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$35.6K
|
-926
|
-0.3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.57M
|
+$401K
|
+10,435
|
+5%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$7.71M
|
+$240K
|
+6,240
|
+3%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$5.72M
|
-$114K
|
-2,959
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.66M
|
+$106K
|
+2,758
|
+2%
|
|
|
7
|
|
$5.65M
|
+$4.09M
|
+106,369
|
+263%
|
|
|
8
|
LVM Capital Management
Portage,
Michigan
|
$4.93M
|
-$142K
|
-3,688
|
-3%
|
|
|
9
|
Sierra Capital
Miami,
Florida
|
$4.51M
|
–
|
–
|
–
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$4.39M
|
-$634K
|
-16,501
|
-13%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
+$133K
|
+3,456
|
+4%
|
|
|
12
|
|
$3.73M
|
+$420K
|
+10,917
|
+13%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.62M
|
-$76.6K
|
-1,993
|
-2%
|
|
|
14
|
Retirement Capital Strategies
San Jose,
California
|
$3.03M
|
-$1.11M
|
-28,779
|
-27%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.77M
|
+$779K
|
+20,273
|
+40%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.73M
|
-$807
|
-21
|
-0%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.59M
|
-$490K
|
-12,754
|
-16%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$2.52M
|
-$794K
|
-20,647
|
-24%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.34M
|
-$28.5K
|
-741
|
-1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.75M
|
+$322K
|
+8,373
|
+23%
|
|
|
21
|
WealthOne
Albany,
New York
|
$1.58M
|
+$81K
|
+2,107
|
+5%
|
|
|
22
|
Crosspoint Financial
Tustin,
California
|
$1.46M
|
+$144K
|
+3,755
|
+11%
|
|
|
23
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$1.35M
|
-$79.3K
|
-2,062
|
-6%
|
|
|
24
|
Vontobel Holding
Zurich,
Switzerland
|
$1.25M
|
–
|
–
|
–
|
|
|
25
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.12M
|
+$657K
|
+17,100
|
+143%
|
|
