|
1
|
Wells Fargo
San Francisco,
California
|
$9.02M
|
+$1.17M
|
+73,743
|
+15%
|
|
|
2
|
|
$8.15M
|
+$1.01M
|
+63,470
|
+15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.62M
|
-$1.67M
|
-104,587
|
-21%
|
|
|
4
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.29M
|
+$1.56M
|
+97,735
|
+43%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.09M
|
-$1.41M
|
-88,538
|
-22%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.1M
|
+$3.98M
|
+250,000
|
New
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.15M
|
+$921K
|
+57,855
|
+43%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$3.08M
|
+$216K
|
+13,534
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.64M
|
+$1.67M
|
+104,873
|
+189%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$2.42M
|
-$5.85M
|
-367,571
|
-71%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.36M
|
-$42.6K
|
-2,673
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.23M
|
-$4.96M
|
-311,345
|
-70%
|
|
|
13
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.85M
|
+$78.9K
|
+4,958
|
+4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.75M
|
+$23.8K
|
+1,495
|
+1%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.45M
|
+$1.41M
|
+88,326
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$410K
|
-25,720
|
-24%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$1.32M
|
+$1.27M
|
+79,847
|
+10,590%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.32M
|
-$113K
|
-7,097
|
-8%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$580K
|
+36,437
|
+107%
|
|
|
20
|
|
$831K
|
-$7.87K
|
-494
|
-1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$725K
|
+$58.6K
|
+3,678
|
+9%
|
|
|
22
|
Fortis Advisors
Wayne,
Pennsylvania
|
$651K
|
+$157K
|
+9,882
|
+33%
|
|
|
23
|
|
$429K
|
+$79.4K
|
+4,986
|
+24%
|
|
|
24
|
FAS Wealth Partners
Leawood,
Kansas
|
$388K
|
+$14.9K
|
+936
|
+4%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$331K
|
-$22.7K
|
-1,427
|
-7%
|
|
