|
1
|
|
$25M
|
+$328K
|
+15,394
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
-$341K
|
-15,976
|
-2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
-$711K
|
-33,342
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.49M
|
+$2.3M
|
+107,910
|
+75%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.4M
|
-$565K
|
-26,494
|
-12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.38M
|
+$25.6K
|
+1,202
|
+0.6%
|
|
|
7
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.04M
|
+$1.9K
|
+89
|
+0%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.53M
|
+$72.7K
|
+3,408
|
+2%
|
|
|
9
|
XML Financial
Bethesda,
Maryland
|
$3M
|
–
|
–
|
–
|
|
|
10
|
VanEck Associates
New York
|
$2.42M
|
+$467K
|
+21,882
|
+25%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
-$227K
|
-10,640
|
-9%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$2.15M
|
+$139K
|
+6,500
|
+7%
|
|
|
13
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.09M
|
+$107K
|
+5,022
|
+6%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.82M
|
+$305K
|
+14,280
|
+21%
|
|
|
15
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$1.58M
|
+$146K
|
+6,847
|
+10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.54M
|
-$178K
|
-8,365
|
-11%
|
|
|
17
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.5M
|
+$93.3K
|
+4,375
|
+7%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$1.2M
|
-$36.1K
|
-1,692
|
-3%
|
|
|
19
|
Chemistry Wealth Management
New York
|
$1.06M
|
+$1.04M
|
+48,866
|
New
|
|
|
20
|
Next Level Private
Harrison,
New York
|
$1.06M
|
+$1.04M
|
+48,866
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.02M
|
-$41.2K
|
-1,931
|
-4%
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$990K
|
-$451K
|
-21,132
|
-32%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$918K
|
-$4.26K
|
-200
|
-0.5%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$888K
|
-$102K
|
-4,799
|
-11%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$853K
|
+$35.7K
|
+1,674
|
+4%
|
|
