|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$126M
|
-$27.8M
|
-388,343
|
-18%
|
|
|
2
|
|
$72.8M
|
-$10.3M
|
-143,709
|
-13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$59.5M
|
-$2.87M
|
-40,159
|
-5%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$56.6M
|
-$8.68M
|
-121,443
|
-13%
|
|
|
5
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$55M
|
-$16.6M
|
-232,758
|
-24%
|
|
|
6
|
|
$49.8M
|
-$254K
|
-3,560
|
-0.5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$40.7M
|
-$1.3M
|
-18,193
|
-3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.4M
|
+$436K
|
+6,098
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
-$775K
|
-10,837
|
-3%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$22.4M
|
-$749K
|
-10,482
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
-$2.98M
|
-41,755
|
-13%
|
|
|
12
|
BNP Paribas Financial Markets
Paris,
France
|
$18.3M
|
-$10.7M
|
-149,655
|
-37%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
-$863K
|
-12,073
|
-5%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$15.8M
|
-$2.8M
|
-39,178
|
-15%
|
|
|
15
|
|
$15.7M
|
-$2.88M
|
-40,363
|
-16%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$15.6M
|
-$24.4M
|
-341,393
|
-61%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.4M
|
-$159K
|
-2,228
|
-1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$15M
|
+$1.74M
|
+24,320
|
+13%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
-$28.5M
|
-398,189
|
-68%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.7M
|
-$30.8K
|
-431
|
-0.2%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.3M
|
+$691K
|
+9,662
|
+7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.92M
|
-$344K
|
-4,808
|
-3%
|
|
|
23
|
MGO One Seven
Beachwood,
Ohio
|
$8.6M
|
+$1.03M
|
+14,431
|
+14%
|
|
|
24
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$8.5M
|
-$679K
|
-9,500
|
-8%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$8.26M
|
+$6.86M
|
+95,989
|
+543%
|
|
