|
1
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$35.4M
|
+$37.2M
|
+1,955,563
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.4M
|
-$831K
|
-43,720
|
-5%
|
|
|
3
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$12.9M
|
-$254K
|
-13,343
|
-2%
|
|
|
4
|
|
$11.3M
|
+$182K
|
+9,575
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$5.71M
|
+300,251
|
+106%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$1.91M
|
+100,467
|
+21%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.08M
|
+$1.79M
|
+94,286
|
+39%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.36M
|
+$869K
|
+45,717
|
+18%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.87M
|
+$4.64M
|
+243,799
|
+1,025%
|
|
|
10
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$4.8M
|
-$76.4K
|
-4,017
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.26M
|
+$464K
|
+24,407
|
+12%
|
|
|
12
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$3.93M
|
+$203K
|
+10,671
|
+5%
|
|
|
13
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.81M
|
-$238K
|
-12,494
|
-6%
|
|
|
14
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$3.14M
|
+$662K
|
+34,837
|
+25%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$3.13M
|
+$521K
|
+27,412
|
+19%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.07M
|
+$235K
|
+12,334
|
+8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.02M
|
-$99.8K
|
-5,247
|
-3%
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.01M
|
-$227K
|
-11,938
|
-7%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$2.78M
|
+$263K
|
+13,831
|
+10%
|
|
|
20
|
Bard Financial Services
Branford,
Connecticut
|
$2.72M
|
-$19K
|
-1,000
|
-0.7%
|
|
|
21
|
NTV Asset Management
Charleston,
West Virginia
|
$2.59M
|
-$139K
|
-7,300
|
-5%
|
|
|
22
|
Procyon Advisors
Shelton,
Connecticut
|
$2.56M
|
+$196K
|
+10,289
|
+8%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.54M
|
-$1.72M
|
-90,628
|
-39%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$2.53M
|
+$74.4K
|
+3,915
|
+3%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$2.38M
|
+$42.5K
|
+2,235
|
+2%
|
|
