|
1
|
Wells Fargo
San Francisco,
California
|
$63.2M
|
+$871K
|
+22,679
|
+1%
|
|
|
2
|
|
$50.5M
|
-$11.8M
|
-306,855
|
-20%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.5M
|
+$1.39M
|
+36,149
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.2M
|
+$154K
|
+4,020
|
+0.7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
-$2.79M
|
-72,700
|
-14%
|
|
|
6
|
International Assets Investment Management
Orlando,
Florida
|
$15.8M
|
+$5.62M
|
+146,176
|
+91%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$3.76M
|
-97,927
|
-27%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.31M
|
+$524K
|
+13,651
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.71M
|
-$3.73M
|
-97,224
|
-31%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$7.88M
|
-$1.31M
|
-34,228
|
-15%
|
|
|
11
|
Beaumont Capital Management
Boston,
Massachusetts
|
$6.49M
|
-$112K
|
-2,911
|
-2%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$5.13M
|
+$3.63M
|
+94,579
|
+278%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$4.76M
|
-$339K
|
-8,813
|
-7%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.53M
|
+$90.6K
|
+2,359
|
+2%
|
|
|
15
|
Equitable Holdings
New York
|
$4.52M
|
-$117K
|
-3,050
|
-3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.03M
|
+$42.7K
|
+1,112
|
+1%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$3.93M
|
+$577K
|
+15,008
|
+18%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.91M
|
+$1.2M
|
+31,265
|
+47%
|
|
|
19
|
|
$3.13M
|
+$3.01M
|
+78,227
|
+33,865%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.98M
|
+$11.9K
|
+310
|
+0.4%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2.51M
|
+$288K
|
+7,490
|
+13%
|
|
|
22
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.34M
|
+$48.9K
|
+1,274
|
+2%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.3M
|
+$13.2K
|
+343
|
+0.6%
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.29M
|
+$801K
|
+20,847
|
+61%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.1M
|
-$3.5K
|
-91
|
-0.2%
|
|
