|
1
|
LPL Financial
San Diego,
California
|
$54M
|
+$30.4M
|
+1,014,730
|
+132%
|
|
|
2
|
|
$16.2M
|
-$851K
|
-28,449
|
-5%
|
|
|
3
|
|
$14.4M
|
+$5.12M
|
+171,049
|
+56%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$33.8K
|
-1,131
|
-0.3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$81K
|
+2,708
|
+0.7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.2M
|
+$2.1M
|
+70,326
|
+30%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.9M
|
-$367K
|
-12,274
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.77M
|
+$366K
|
+12,246
|
+4%
|
|
|
9
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.07M
|
+$6.98M
|
+233,379
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.06M
|
-$79.8K
|
-2,666
|
-2%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.64M
|
+$1.26M
|
+42,145
|
+38%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.46M
|
+$1.78M
|
+59,542
|
+68%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
+$65K
|
+2,174
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.1M
|
-$242K
|
-8,086
|
-10%
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.96M
|
+$19.4K
|
+650
|
+1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.74M
|
+$1.68M
|
+56,002
|
+4,230%
|
|
|
17
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.72M
|
-$283K
|
-9,465
|
-14%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.65M
|
-$18.2K
|
-608
|
-1%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.43M
|
+$1.42M
|
+47,387
|
New
|
|
|
20
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.29M
|
+$540K
|
+18,044
|
+74%
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
$1.25M
|
-$29.9K
|
-1,000
|
-2%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$1.03M
|
-$13.9K
|
-463
|
-1%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$910K
|
–
|
–
|
–
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$898K
|
–
|
–
|
–
|
|
|
25
|
WBH Advisory
Baltimore,
Maryland
|
$860K
|
-$6.46K
|
-216
|
-0.8%
|
|
