|
1
|
State Street
Boston,
Massachusetts
|
$52.7M
|
-$338K
|
-9,498
|
-0.6%
|
|
|
2
|
Elevation Capital Advisory
Bend,
Oregon
|
$9.22M
|
+$9.22M
|
+259,022
|
New
|
|
|
3
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.92M
|
-$9.39K
|
-264
|
-0.2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.9M
|
+$7.01K
|
+197
|
+0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.8M
|
+$1.77M
|
+49,704
|
+58%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$3.91M
|
-$830K
|
-23,325
|
-18%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
+$427K
|
+11,998
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$1.31M
|
+36,914
|
+148%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$2.06M
|
+$39.2K
|
+1,102
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$34.7K
|
+975
|
+3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$898K
|
+$43.5K
|
+1,222
|
+5%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$834K
|
+$114K
|
+3,210
|
+16%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$681K
|
+$205K
|
+5,770
|
+43%
|
|
|
14
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$632K
|
–
|
–
|
–
|
|
|
15
|
|
$589K
|
-$127K
|
-3,567
|
-18%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$478K
|
+$28.8K
|
+809
|
+6%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$366K
|
-$404K
|
-11,356
|
-52%
|
|
|
18
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$314K
|
–
|
–
|
–
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$259K
|
+$641
|
+18
|
+0.2%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$251K
|
+$1.99K
|
+56
|
+0.8%
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
$242K
|
+$242K
|
+6,787
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$237K
|
–
|
–
|
–
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$215K
|
+$2.03K
|
+57
|
+1%
|
|
|
24
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$106K
|
+$106K
|
+2,985
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$33K
|
+$14.9K
|
+420
|
+84%
|
|
