|
1
|
|
$3.37M
|
+$974K
|
+69,374
|
+43%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$45.9K
|
+3,270
|
+4%
|
|
|
3
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.19M
|
+$11.7K
|
+832
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$881K
|
+$92.7K
|
+6,601
|
+12%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$629K
|
-$12.9K
|
-917
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$508K
|
-$149K
|
-10,626
|
-23%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$424K
|
+$15.1K
|
+1,075
|
+4%
|
|
|
8
|
Wedbush Securities
Los Angeles,
California
|
$418K
|
+$239
|
+17
|
+0.1%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$409K
|
-$14K
|
-1,000
|
-3%
|
|
|
10
|
Western Wealth Management
Golden,
Colorado
|
$305K
|
+$10.9K
|
+775
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$222K
|
–
|
–
|
–
|
|
|
12
|
Covington Capital Management
Los Angeles,
California
|
$216K
|
-$2.81K
|
-200
|
-1%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$200K
|
+$193K
|
+13,778
|
New
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$189K
|
+$183K
|
+13,000
|
New
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$183K
|
-$24.9K
|
-1,775
|
-12%
|
|
|
16
|
First Allied Advisory Services
San Diego,
California
|
$148K
|
–
|
–
|
–
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$134K
|
+$129K
|
+9,216
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$114K
|
-$63.9K
|
-4,552
|
-37%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$86K
|
-$82.4K
|
-5,871
|
-50%
|
|
|
20
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$65K
|
+$1.09K
|
+78
|
+2%
|
|
|
21
|
SVB Wealth
Boston,
Massachusetts
|
$56K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$38K
|
–
|
–
|
–
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
24
|
Ranch Capital Advisors
Sarasota,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
