|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$14.3M
|
-$378K
|
-5,497
|
-3%
|
|
|
2
|
Plum Street Advisors
New Orleans,
Louisiana
|
$5.35M
|
+$212K
|
+3,078
|
+4%
|
|
|
3
|
Bulltick Wealth Management
Miami,
Florida
|
$3.31M
|
+$154K
|
+2,236
|
+5%
|
|
|
4
|
|
$2.48M
|
-$408K
|
-5,941
|
-14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.86M
|
+$1.8M
|
+26,257
|
+20,044%
|
|
|
6
|
|
$1.64M
|
-$3.3K
|
-48
|
-0.2%
|
|
|
7
|
DF Dent & Co
Baltimore,
Maryland
|
$1.44M
|
+$1.4M
|
+20,400
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.39M
|
+$72.2K
|
+1,050
|
+6%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$1.21M
|
-$20.4K
|
-297
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$219K
|
+3,191
|
+24%
|
|
|
11
|
McLean Asset Management
Tysons,
Virginia
|
$1.14M
|
-$101K
|
-1,463
|
-8%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$970K
|
+$75.6K
|
+1,100
|
+9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$745K
|
+$26.6K
|
+387
|
+4%
|
|
|
14
|
Crossmark Global Holdings
Houston,
Texas
|
$730K
|
+$155K
|
+2,250
|
+28%
|
|
|
15
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$711K
|
+$22.5K
|
+328
|
+3%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$450K
|
+$439K
|
+6,390
|
New
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$430K
|
+$419K
|
+6,103
|
New
|
|
|
18
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$339K
|
+$331K
|
+4,820
|
New
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$271K
|
+$252K
|
+3,665
|
New
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$202K
|
+$197K
|
+2,872
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$166K
|
-$2.47K
|
-36
|
-2%
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$77.4K
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$72.5K
|
+$70.7K
|
+1,028
|
New
|
|
|
24
|
Golden State Wealth Management
Santa Ana,
California
|
$6.76K
|
–
|
–
|
–
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$3.54K
|
–
|
–
|
–
|
|
