|
1
|
LPL Financial
San Diego,
California
|
$66.2M
|
+$7.28M
|
+228,842
|
+13%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.5M
|
+$23.5M
|
+737,138
|
+1,060%
|
|
|
3
|
|
$21.6M
|
+$5.71M
|
+179,445
|
+38%
|
|
|
4
|
|
$18.4M
|
+$695K
|
+21,839
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$436K
|
-13,689
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
+$1.63M
|
+51,118
|
+18%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$1.22M
|
-38,236
|
-10%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
+$518K
|
+16,264
|
+5%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.67M
|
-$959K
|
-30,129
|
-10%
|
|
|
10
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.92M
|
+$236K
|
+7,426
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.79M
|
+$289K
|
+9,087
|
+5%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.59M
|
+$537K
|
+16,885
|
+11%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.84M
|
-$6.46K
|
-203
|
-0.1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.66M
|
-$109K
|
-3,422
|
-4%
|
|
|
15
|
GoalVest Advisory
New York
|
$2.53M
|
+$2.45M
|
+76,990
|
New
|
|
|
16
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.27M
|
+$135K
|
+4,232
|
+7%
|
|
|
17
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.05M
|
+$629K
|
+19,777
|
+46%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$1.95M
|
+$804K
|
+25,253
|
+74%
|
|
|
19
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.86M
|
+$1.8M
|
+56,570
|
New
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.82M
|
-$49.7K
|
-1,563
|
-3%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.78M
|
-$19.2K
|
-603
|
-1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.64M
|
+51,616
|
New
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.61M
|
+$1.56M
|
+48,994
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$1.6M
|
+$52.7K
|
+1,656
|
+3%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$1.35M
|
–
|
–
|
–
|
|
