|
1
|
|
$20.8M
|
-$403K
|
-13,493
|
-2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
+$715K
|
+23,933
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.84M
|
+$945K
|
+31,650
|
+14%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.27M
|
+$256K
|
+8,571
|
+4%
|
|
|
5
|
|
$7.09M
|
+$336K
|
+11,246
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.95M
|
+$404K
|
+13,510
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.76M
|
+$780K
|
+26,125
|
+16%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.62M
|
+$68.3K
|
+2,285
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
+$572K
|
+19,152
|
+20%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.7M
|
+$192K
|
+6,431
|
+8%
|
|
|
11
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.05M
|
-$22K
|
-737
|
-1%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.75M
|
+$381K
|
+12,770
|
+29%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.74M
|
+$597
|
+20
|
+0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
-$637K
|
-21,336
|
-31%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$1.3M
|
-$5.97K
|
-200
|
-0.5%
|
|
|
16
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.27M
|
+$1.24M
|
+41,450
|
New
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.22M
|
-$219K
|
-7,344
|
-16%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1.11M
|
+$30.7K
|
+1,029
|
+3%
|
|
|
19
|
|
$1.02M
|
+$988K
|
+33,076
|
New
|
|
|
20
|
Quest Capital Management
Dallas,
Texas
|
$934K
|
-$10K
|
-335
|
-1%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$910K
|
–
|
–
|
–
|
|
|
22
|
NewFocus Financial Group
Vancouver,
Washington
|
$902K
|
–
|
–
|
–
|
|
|
23
|
WBH Advisory
Baltimore,
Maryland
|
$888K
|
+$149
|
+5
|
+0%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$868K
|
+$846K
|
+28,340
|
New
|
|
|
25
|
Citizens Financial Group
Providence,
Rhode Island
|
$823K
|
+$4.33K
|
+145
|
+0.5%
|
|
