|
1
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$834K
|
+26,030
|
+6%
|
|
|
2
|
HBW Advisory Services
Simi Valley,
California
|
$3.54M
|
+$5.42K
|
+169
|
+0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.97M
|
-$77.7K
|
-2,424
|
-4%
|
|
|
4
|
|
$1.81M
|
+$483K
|
+15,073
|
+42%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.02M
|
-$171K
|
-5,333
|
-16%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$915K
|
-$38.6K
|
-1,205
|
-4%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$849K
|
+$1.96K
|
+61
|
+0.3%
|
|
|
8
|
Prudential plc
London, England,
United Kingdom
|
$780K
|
+$705K
|
+22,000
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$652K
|
+$589K
|
+18,381
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$632K
|
-$114K
|
-3,559
|
-17%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$579K
|
-$72.4K
|
-2,258
|
-12%
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$507K
|
+$278K
|
+8,676
|
+154%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$453K
|
+$102K
|
+3,174
|
+33%
|
|
|
14
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$374K
|
+$338K
|
+10,545
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$368K
|
-$40.4K
|
-1,259
|
-11%
|
|
|
16
|
Archford Capital Strategies
Swansea,
Illinois
|
$356K
|
-$282K
|
-8,791
|
-47%
|
|
|
17
|
Personal CFO Solutions
Chester,
New Jersey
|
$304K
|
-$1.6K
|
-50
|
-0.6%
|
|
|
18
|
Banco Santander
Madrid,
Spain
|
$299K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$291K
|
-$177K
|
-5,517
|
-40%
|
|
|
20
|
NTV Asset Management
Charleston,
West Virginia
|
$201K
|
+$181K
|
+5,660
|
New
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$191K
|
-$4.13K
|
-129
|
-2%
|
|
|
22
|
Barclays
London,
United Kingdom
|
$79.8K
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$44.3K
|
-$2.24K
|
-70
|
-5%
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$42.9K
|
–
|
–
|
–
|
|
|
25
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$39K
|
–
|
–
|
–
|
|
