|
1
|
|
$99M
|
-$35.6M
|
-1,047,000
|
-27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
-$120K
|
-3,520
|
-0.3%
|
|
|
3
|
|
$28.3M
|
-$355K
|
-10,450
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
+$2.38M
|
+69,950
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.8M
|
+$7.11M
|
+209,170
|
+59%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
$16.7M
|
+$197K
|
+5,795
|
+1%
|
|
|
7
|
GenWealth Group
Maplewood,
New Jersey
|
$16M
|
+$415K
|
+12,220
|
+3%
|
|
|
8
|
|
$15.6M
|
+$5.08M
|
+149,495
|
+50%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$2.41M
|
+71,015
|
+22%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.1M
|
+$127K
|
+3,740
|
+1%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$11.7M
|
+$1.33M
|
+39,100
|
+13%
|
|
|
12
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$8.62M
|
+$117K
|
+3,430
|
+1%
|
|
|
13
|
|
$8.31M
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$6.99M
|
+$3.53M
|
+104,025
|
+108%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.58M
|
+$767K
|
+22,580
|
+14%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.88M
|
-$2.61M
|
-76,895
|
-31%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.72M
|
+$4.61M
|
+135,730
|
New
|
|
|
18
|
|
$4.66M
|
+$2.21K
|
+65
|
+0%
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
$4.33M
|
-$217K
|
-6,400
|
-5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.55M
|
-$867K
|
-25,505
|
-20%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.38M
|
+$3.74K
|
+110
|
+0.1%
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.32M
|
-$53.5K
|
-1,575
|
-2%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.88M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.8M
|
+$35.8K
|
+1,055
|
+1%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.68M
|
+$261K
|
+7,675
|
+11%
|
|
