|
1
|
Wells Fargo
San Francisco,
California
|
$12M
|
+$2.44M
|
+144,544
|
+26%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$3.02M
|
+179,213
|
+44%
|
|
|
3
|
|
$9.19M
|
+$593K
|
+35,160
|
+7%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.32M
|
+$2.93M
|
+174,000
|
+70%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.25M
|
-$104K
|
-6,164
|
-2%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.02M
|
-$456K
|
-27,056
|
-8%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$4.44M
|
+$4.34M
|
+257,272
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.69M
|
+$2.23M
|
+132,359
|
+163%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$3.37M
|
+$163K
|
+9,656
|
+5%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.35M
|
+$37.6K
|
+2,232
|
+1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.03M
|
+$536K
|
+31,802
|
+22%
|
|
|
12
|
SPC Financial Inc
Rockville,
Maryland
|
$2.94M
|
+$2.88M
|
+170,625
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.72M
|
-$49.3K
|
-2,924
|
-2%
|
|
|
14
|
|
$2.64M
|
+$2.14M
|
+126,797
|
+485%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$2.3M
|
+$2.25M
|
+133,456
|
New
|
|
|
16
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.99M
|
-$51.9K
|
-3,080
|
-3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.86M
|
+$8.86K
|
+525
|
+0.5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.8M
|
+$1.01M
|
+60,168
|
+136%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.75M
|
+$357K
|
+21,169
|
+26%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.4M
|
+$170K
|
+10,108
|
+14%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.2M
|
+$1.17M
|
+69,390
|
New
|
|
|
22
|
Strid Group
Newtown Square,
Pennsylvania
|
$1.13M
|
+$1.1M
|
+65,505
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.09M
|
+$1.06M
|
+62,948
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$1.02M
|
-$363K
|
-21,522
|
-27%
|
|
|
25
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$894K
|
+$557K
|
+33,003
|
+175%
|
|
