|
1
|
Nuveen
Charlotte,
North Carolina
|
$9.25M
|
–
|
–
|
–
|
|
|
2
|
|
$4.09M
|
+$974K
|
+46,754
|
+31%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$30.5K
|
+1,465
|
+2%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$1.18M
|
+$1.19M
|
+56,903
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$974K
|
+$79.1K
|
+3,795
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$812K
|
+$27.1K
|
+1,300
|
+3%
|
|
|
7
|
|
$768K
|
-$19.2K
|
-923
|
-2%
|
|
|
8
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$559K
|
-$79.8K
|
-3,830
|
-12%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$433K
|
+$14.7K
|
+707
|
+4%
|
|
|
10
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$380K
|
+$9.39K
|
+451
|
+2%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$352K
|
+$12.7K
|
+608
|
+4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$312K
|
–
|
–
|
–
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$309K
|
-$125K
|
-6,000
|
-29%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$258K
|
+$260K
|
+12,459
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$251K
|
+$238K
|
+11,440
|
+1,733%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$247K
|
-$8.44K
|
-405
|
-3%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$216K
|
+$217K
|
+10,426
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$83.9K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
+$10.4K
|
+500
|
+21%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$41.4K
|
-$13.3K
|
-638
|
-24%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$39.3K
|
–
|
–
|
–
|
|
|
22
|
Buck Wealth Strategies
Denver,
Colorado
|
$35.7K
|
-$687
|
-33
|
-2%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33K
|
-$25.6K
|
-1,231
|
-44%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$18.7K
|
–
|
–
|
–
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$4.48K
|
–
|
–
|
–
|
|
