|
1
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$1.46M
|
+78,874
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$1.45M
|
+78,540
|
+13%
|
|
|
3
|
|
$8.99M
|
-$1.08M
|
-58,347
|
-11%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.38M
|
-$648K
|
-35,000
|
-8%
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.4M
|
-$169K
|
-9,123
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.27M
|
-$495K
|
-26,756
|
-9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.66M
|
+$585K
|
+31,642
|
+15%
|
|
|
8
|
SPC Financial Inc
Rockville,
Maryland
|
$4.1M
|
+$839K
|
+45,355
|
+27%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$3.89M
|
+$40.6K
|
+2,197
|
+1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.78M
|
+$441K
|
+23,859
|
+14%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.36M
|
-$320K
|
-17,284
|
-9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.89M
|
-$97.8K
|
-5,286
|
-3%
|
|
|
13
|
|
$2.76M
|
-$136K
|
-7,368
|
-5%
|
|
|
14
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$2.19M
|
+$11.7K
|
+630
|
+0.5%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.18M
|
+$132K
|
+7,111
|
+7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.09M
|
+$155K
|
+8,352
|
+8%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$1.92M
|
-$598K
|
-32,334
|
-24%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.49M
|
-$37.2K
|
-2,013
|
-2%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$1.44M
|
+$446K
|
+24,101
|
+47%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.29M
|
-$23.4K
|
-1,266
|
-2%
|
|
|
21
|
Strid Group
Newtown Square,
Pennsylvania
|
$1.24M
|
–
|
–
|
–
|
|
|
22
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.11M
|
+$251K
|
+13,540
|
+30%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.04M
|
+$1.01M
|
+54,656
|
New
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$938K
|
+$914K
|
+49,402
|
New
|
|
|
25
|
|
$703K
|
+$239K
|
+12,910
|
+53%
|
|
