|
1
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$10.3M
|
+355,992
|
+157%
|
|
|
2
|
|
$14.3M
|
-$2.91M
|
-100,187
|
-15%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.54M
|
+$120K
|
+4,126
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.73M
|
+$2.87M
|
+98,712
|
+39%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.97M
|
+$9.38M
|
+323,197
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.94M
|
+$2.73M
|
+93,919
|
+50%
|
|
|
7
|
|
$6.7M
|
+$1.19M
|
+41,039
|
+18%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.93M
|
+$120K
|
+4,117
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.22M
|
+$366K
|
+12,605
|
+11%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.23M
|
+$77.7K
|
+2,676
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.91M
|
+$870K
|
+29,967
|
+63%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.72M
|
+$2.39M
|
+82,254
|
New
|
|
|
13
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.64M
|
-$3.8K
|
-131
|
-0.2%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.36M
|
-$35.2K
|
-1,214
|
-2%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$1.03M
|
-$16.1K
|
-555
|
-1%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$950K
|
+$1.12M
|
+38,526
|
New
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$910K
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$814K
|
-$93.2K
|
-3,210
|
-9%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$778K
|
+$917K
|
+31,575
|
New
|
|
|
20
|
WBH Advisory
Baltimore,
Maryland
|
$705K
|
-$9.64K
|
-332
|
-1%
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$699K
|
–
|
–
|
–
|
|
|
22
|
|
$689K
|
-$149K
|
-5,125
|
-15%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$682K
|
+$803K
|
+27,663
|
New
|
|
|
24
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$644K
|
+$759K
|
+26,133
|
New
|
|
|
25
|
NewFocus Financial Group
Vancouver,
Washington
|
$636K
|
-$104K
|
-3,583
|
-12%
|
|
