|
1
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$81.8M
|
+$2.77M
|
+27,743
|
+4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$50.2M
|
–
|
–
|
–
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.5M
|
–
|
–
|
–
|
|
|
4
|
Howland Capital Management
Boston,
Massachusetts
|
$26.1M
|
+$4.8M
|
+47,966
|
+22%
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$18M
|
+$1.36M
|
+13,574
|
+8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
-$1.06M
|
-10,623
|
-7%
|
|
|
7
|
Access Financial Services
Minneapolis,
Minnesota
|
$13.8M
|
+$13M
|
+130,236
|
+1,635%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
-$955K
|
-9,547
|
-7%
|
|
|
9
|
|
$5.49M
|
+$220K
|
+2,201
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.33M
|
-$251K
|
-2,511
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.05M
|
+$1.08M
|
+10,846
|
+27%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.7M
|
+$540K
|
+5,403
|
+13%
|
|
|
13
|
Aviance Capital Partners
Naples,
Florida
|
$4.01M
|
+$714K
|
+7,142
|
+22%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.83M
|
+$299K
|
+2,987
|
+8%
|
|
|
15
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.4M
|
+$3.4M
|
+33,999
|
New
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.09M
|
+$40K
|
+400
|
+1%
|
|
|
17
|
Cooper Financial Group
Irvine,
California
|
$2.68M
|
+$223K
|
+2,231
|
+9%
|
|
|
18
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.48M
|
+$21.5K
|
+215
|
+0.9%
|
|
|
19
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.38M
|
-$15.8K
|
-158
|
-0.7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$246K
|
+2,457
|
+13%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.15M
|
+$137K
|
+1,369
|
+7%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$2.1M
|
+$104K
|
+1,044
|
+5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.07M
|
+$2.08M
|
+20,828
|
New
|
|
|
24
|
AJ Wealth Strategies
New York
|
$1.95M
|
-$69.9K
|
-699
|
-3%
|
|
|
25
|
|
$1.92M
|
+$66.9K
|
+669
|
+4%
|
|
