|
1
|
Tradition Wealth Management
Edina,
Minnesota
|
$10.3M
|
+$141K
|
+2,662
|
+1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$2.08M
|
+39,321
|
+26%
|
|
|
3
|
EPIQ Partners
Minneapolis,
Minnesota
|
$4.31M
|
-$242K
|
-4,580
|
-5%
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$2.55M
|
+$288K
|
+5,442
|
+13%
|
|
|
5
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.77M
|
+$1.76M
|
+33,266
|
New
|
|
|
6
|
|
$775K
|
-$1.9M
|
-35,958
|
-71%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$494K
|
–
|
–
|
–
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$440K
|
+$436K
|
+8,255
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$380K
|
+$2.64K
|
+50
|
+0.7%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$268K
|
-$2.8K
|
-53
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$248K
|
-$14.4K
|
-272
|
-6%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$220K
|
+$217K
|
+4,115
|
New
|
|
|
13
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$213K
|
+$211K
|
+4,000
|
New
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$160K
|
+$159K
|
+3,000
|
New
|
|
|
15
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$61K
|
+$5.29K
|
+100
|
+10%
|
|
|
16
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$53K
|
+$52.9K
|
+1,000
|
New
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$48K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$23.3K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$20.1K
|
+$19.9K
|
+377
|
New
|
|
|
21
|
AmeriFlex Group
Las Vegas,
Nevada
|
$14.8K
|
+$13.2K
|
+250
|
New
|
|
|
22
|
|
$14.4K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6.99K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$5.33K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4.75K
|
+$4.7K
|
+89
|
New
|
|
