|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$14M
|
-$244K
|
-5,590
|
-2%
|
|
|
2
|
|
$1.68M
|
+$769K
|
+17,643
|
+81%
|
|
|
3
|
|
$1.41M
|
+$2.44K
|
+56
|
+0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$983K
|
+$84K
|
+1,927
|
+9%
|
|
|
5
|
Snowden Capital Advisors
New York
|
$800K
|
+$8.15K
|
+187
|
+1%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$585K
|
-$29.6K
|
-680
|
-5%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$543K
|
–
|
–
|
–
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$508K
|
–
|
–
|
–
|
|
|
9
|
|
$412K
|
+$194K
|
+4,461
|
+85%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$391K
|
+$7.89K
|
+181
|
+2%
|
|
|
11
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$383K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$369K
|
+$22.2K
|
+509
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$292K
|
-$25.5K
|
-586
|
-8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$242K
|
+$24.3K
|
+557
|
+11%
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
16
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$215K
|
–
|
–
|
–
|
|
|
17
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$130K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$92K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$44K
|
–
|
–
|
–
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$32K
|
–
|
–
|
–
|
|
|
22
|
|
$32K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$25K
|
+$25.3K
|
+581
|
New
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$21K
|
-$6.54K
|
-150
|
-23%
|
|
