|
1
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.1M
|
–
|
–
|
–
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.58M
|
-$725K
|
-14,950
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.76M
|
-$36.8K
|
-760
|
-1%
|
|
|
4
|
|
$2.07M
|
+$135K
|
+2,789
|
+7%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.82M
|
+$523K
|
+10,783
|
+41%
|
|
|
6
|
Genesee Capital Advisors
Auburn,
New York
|
$1.52M
|
+$228K
|
+4,713
|
+18%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.29M
|
-$27K
|
-557
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$898K
|
-$42.8K
|
-882
|
-5%
|
|
|
9
|
SPC Financial Inc
Rockville,
Maryland
|
$851K
|
+$40.6K
|
+837
|
+5%
|
|
|
10
|
SignalPoint Asset Management
Springfield,
Missouri
|
$818K
|
-$3.39K
|
-70
|
-0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$805K
|
-$79.5K
|
-1,641
|
-9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$623K
|
-$43.6K
|
-900
|
-7%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$585K
|
+$1.11K
|
+23
|
+0.2%
|
|
|
14
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$504K
|
–
|
–
|
–
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$486K
|
+$482K
|
+9,948
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$435K
|
+$104K
|
+2,151
|
+32%
|
|
|
17
|
|
$325K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$292K
|
–
|
–
|
–
|
|
|
19
|
Sensible Money
Scottsdale,
Arizona
|
$292K
|
–
|
–
|
–
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$261K
|
+$18K
|
+371
|
+7%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$254K
|
-$1.55K
|
-32
|
-0.6%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$190K
|
–
|
–
|
–
|
|
|
23
|
Bellevue Asset Management
Bellevue,
Washington
|
$71.9K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.3K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
+$97
|
+2
|
+1%
|
|
