|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$53M
|
-$7.2M
|
-70,641
|
-12%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$51.4M
|
-$102
|
-1
|
-0%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.5M
|
–
|
–
|
–
|
|
|
4
|
Howland Capital Management
Boston,
Massachusetts
|
$37.1M
|
+$15M
|
+146,802
|
+68%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
+$8.19M
|
+80,263
|
+55%
|
|
|
6
|
Access Financial Services
Minneapolis,
Minnesota
|
$22.8M
|
+$2.54M
|
+24,920
|
+13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
+$5.56M
|
+54,477
|
+38%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$16.3M
|
+$16.3M
|
+159,826
|
New
|
|
|
9
|
|
$14.6M
|
+$14.5M
|
+142,559
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
-$808K
|
-7,923
|
-6%
|
|
|
11
|
|
$10.8M
|
+$5.33M
|
+52,251
|
+97%
|
|
|
12
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$9.86M
|
-$124K
|
-1,216
|
-1%
|
|
|
13
|
SkyOak Wealth
Southfield,
Michigan
|
$9.07M
|
+$8.27M
|
+81,096
|
+1,056%
|
|
|
14
|
First National Corp
Rockland,
Massachusetts
|
$8.93M
|
+$755K
|
+7,406
|
+13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.92M
|
+$3.11M
|
+30,469
|
+65%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.72M
|
+$1.4M
|
+13,763
|
+22%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.38M
|
+$3.5M
|
+34,285
|
+122%
|
|
|
18
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$6.17M
|
+$1.44M
|
+14,168
|
+31%
|
|
|
19
|
Greatmark Investment Partners
Columbus,
Georgia
|
$5.73M
|
+$2.97M
|
+29,106
|
+108%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.69M
|
+$955K
|
+9,360
|
+20%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.41M
|
-$113K
|
-1,108
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.02M
|
-$793K
|
-7,781
|
-14%
|
|
|
23
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$4.42M
|
+$814K
|
+7,987
|
+23%
|
|
|
24
|
|
$4.33M
|
+$3.39M
|
+33,251
|
+361%
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.6M
|
+$2.61M
|
+25,555
|
+264%
|
|
