|
1
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$78.6M
|
-$917K
|
-9,188
|
-1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.5M
|
–
|
–
|
–
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$25.4M
|
–
|
–
|
–
|
|
|
4
|
Howland Capital Management
Boston,
Massachusetts
|
$20.7M
|
-$2.26M
|
-22,679
|
-10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
-$377K
|
-3,774
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.2M
|
+$3.31M
|
+33,177
|
+20%
|
|
|
7
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.4M
|
+$887K
|
+8,883
|
+16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.32M
|
-$80.4K
|
-806
|
-1%
|
|
|
9
|
|
$4.21M
|
-$438K
|
-4,384
|
-9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
+$296K
|
+2,963
|
+8%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.1M
|
+$134K
|
+1,343
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.45M
|
-$395K
|
-3,961
|
-10%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$3.41M
|
+$2.59M
|
+25,988
|
+323%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.02M
|
+$1.33M
|
+13,331
|
+79%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.37M
|
–
|
–
|
–
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.3M
|
-$107K
|
-1,070
|
-4%
|
|
|
17
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.27M
|
+$1.82M
|
+18,220
|
+415%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
-$2.21M
|
-22,163
|
-50%
|
|
|
19
|
Cooper Financial Group
Irvine,
California
|
$2.23M
|
+$165K
|
+1,657
|
+8%
|
|
|
20
|
IPG Investment Advisors
San Diego,
California
|
$2.1M
|
+$2.1M
|
+21,001
|
New
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$1.82M
|
+$1.82M
|
+18,209
|
New
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.81M
|
+$93.8K
|
+940
|
+6%
|
|
|
23
|
Aviance Capital Partners
Naples,
Florida
|
$1.71M
|
+$1.7M
|
+17,039
|
New
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.63M
|
-$303K
|
-3,032
|
-16%
|
|
|
25
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.58M
|
+$48.8K
|
+489
|
+3%
|
|
