|
1
|
Wells Fargo
San Francisco,
California
|
$42.3M
|
+$1.59M
|
+46,336
|
+3%
|
|
|
2
|
|
$29.2M
|
+$2.68M
|
+78,341
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
-$332K
|
-9,684
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$506K
|
-14,765
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$402K
|
+11,750
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$4.12M
|
+120,334
|
+34%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$763K
|
-22,289
|
-5%
|
|
|
8
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$9.48M
|
+$3.16M
|
+92,150
|
+39%
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.3M
|
+$2.48M
|
+72,429
|
+20%
|
|
|
10
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.44M
|
-$761K
|
-22,235
|
-7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.8M
|
-$674K
|
-19,687
|
-9%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.81M
|
+$5.66M
|
+165,408
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$4.14M
|
-$943K
|
-27,545
|
-16%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$3.88M
|
-$1.02M
|
-29,737
|
-18%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.86M
|
-$963K
|
-28,127
|
-17%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.54M
|
-$1.05M
|
-30,733
|
-20%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.21M
|
+$3.79M
|
+110,656
|
New
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.04M
|
-$24.7K
|
-721
|
-0.7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$2.6M
|
+$2.15M
|
+62,831
|
+238%
|
|
|
20
|
Equitable Holdings
New York
|
$2.48M
|
-$2.3M
|
-67,226
|
-44%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$1.77M
|
+$333K
|
+9,721
|
+19%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.69M
|
+$307K
|
+8,964
|
+18%
|
|
|
23
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.54M
|
+$1.58M
|
+46,089
|
+662%
|
|
|
24
|
Caldwell Trust
Venice,
Florida
|
$1.47M
|
-$67.6K
|
-1,973
|
-4%
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.46M
|
+$77.9K
|
+2,275
|
+5%
|
|
