|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.94M
|
+$1.66M
|
+30,427
|
+16%
|
|
|
2
|
Tradition Wealth Management
Edina,
Minnesota
|
$9.03M
|
+$270K
|
+4,944
|
+3%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.46M
|
+$8.98M
|
+164,235
|
New
|
|
|
4
|
EPIQ Partners
Minneapolis,
Minnesota
|
$3.62M
|
-$62.7K
|
-1,147
|
-1%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$3.33M
|
+$1.39M
|
+25,499
|
+53%
|
|
|
6
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.41M
|
+$1.7M
|
+31,094
|
New
|
|
|
7
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.41M
|
-$121K
|
-2,217
|
-7%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$1.27M
|
+23,233
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$958K
|
+$763K
|
+13,965
|
+196%
|
|
|
10
|
|
$586K
|
-$88.8K
|
-1,625
|
-11%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$404K
|
+$35.5K
|
+649
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$353K
|
-$81K
|
-1,482
|
-16%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$336K
|
+$151K
|
+2,764
|
+60%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$329K
|
+$396K
|
+7,240
|
New
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$136K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$72.8K
|
+$25K
|
+458
|
+40%
|
|
|
17
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$45K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$40.9K
|
–
|
–
|
–
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$19.8K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19K
|
–
|
–
|
–
|
|
|
21
|
|
$12.3K
|
–
|
–
|
–
|
|
|
22
|
AmeriFlex Group
Las Vegas,
Nevada
|
$11.4K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$5.95K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$4.54K
|
–
|
–
|
–
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$4.54K
|
+$5.46K
|
+100
|
New
|
|
