|
1
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$943K
|
+69,821
|
+8%
|
|
|
2
|
|
$11.9M
|
-$968K
|
-71,653
|
-8%
|
|
|
3
|
Mission Hills Financial Advisory
San Diego,
California
|
$9M
|
+$1.64M
|
+121,167
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.54M
|
-$764K
|
-56,540
|
-9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.35M
|
-$6.86M
|
-507,992
|
-49%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.27M
|
+$543K
|
+40,206
|
+8%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.25M
|
+$1.52M
|
+112,725
|
+229%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
+$49.4K
|
+3,656
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
-$195K
|
-14,419
|
-11%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
+$60.8K
|
+4,502
|
+4%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.29M
|
–
|
–
|
–
|
|
|
12
|
Equitable Holdings
New York
|
$1.19M
|
+$289K
|
+21,419
|
+33%
|
|
|
13
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.16M
|
-$3.44K
|
-255
|
-0.3%
|
|
|
14
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.12M
|
+$1.09M
|
+80,795
|
New
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$925K
|
+$198K
|
+14,656
|
+28%
|
|
|
16
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$891K
|
+$9.43K
|
+698
|
+1%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$760K
|
+$70.1K
|
+5,190
|
+10%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$652K
|
+$181K
|
+13,405
|
+40%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$634K
|
-$163K
|
-12,080
|
-21%
|
|
|
20
|
Kingswood Wealth Advisors
San Diego,
California
|
$589K
|
+$185K
|
+13,695
|
+48%
|
|
|
21
|
Triumph Capital Management
Denver,
Colorado
|
$580K
|
+$49.8K
|
+3,685
|
+10%
|
|
|
22
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$571K
|
+$66.7K
|
+4,937
|
+14%
|
|
|
23
|
|
$515K
|
+$501K
|
+37,108
|
New
|
|
|
24
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$511K
|
-$20.1K
|
-1,487
|
-4%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$496K
|
-$85K
|
-6,294
|
-15%
|
|
