|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$56.8M
|
-$14M
|
-678,788
|
-20%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.2M
|
-$642K
|
-31,036
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$19.8M
|
+$7.59M
|
+367,176
|
+62%
|
|
|
4
|
|
$17.1M
|
-$856K
|
-41,397
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$271K
|
+13,087
|
+2%
|
|
|
6
|
AlphaQ Advisors
Winter Park,
Florida
|
$10.3M
|
+$1.86M
|
+89,900
|
+22%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.73M
|
-$4.46M
|
-215,694
|
-34%
|
|
|
8
|
TruWealth Advisors
Metairie,
Louisiana
|
$8.42M
|
+$299K
|
+14,450
|
+4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.72M
|
+$2.25M
|
+108,829
|
+41%
|
|
|
10
|
Moneywise Inc
Forest,
Virginia
|
$7.35M
|
-$1.18M
|
-57,150
|
-14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.18M
|
+$3.22M
|
+155,933
|
+109%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.9M
|
-$30.6K
|
-1,479
|
-0.5%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.38M
|
-$347K
|
-16,761
|
-7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
-$812K
|
-39,253
|
-25%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.25M
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.09M
|
+$98.8K
|
+4,777
|
+5%
|
|
|
17
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.92M
|
+$29.1K
|
+1,408
|
+2%
|
|
|
18
|
|
$1.91M
|
+$1.1M
|
+52,965
|
+134%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.77M
|
+$1.77M
|
+85,620
|
New
|
|
|
20
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.64M
|
-$328K
|
-15,874
|
-17%
|
|
|
21
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.45M
|
-$79.3K
|
-3,837
|
-5%
|
|
|
22
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.43M
|
-$4.51M
|
-217,861
|
-76%
|
|
|
23
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.39M
|
+$20.8K
|
+1,007
|
+2%
|
|
|
24
|
|
$1.35M
|
+$1.35M
|
+65,241
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.28M
|
+$113K
|
+5,474
|
+10%
|
|
