|
1
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
+$4.54M
|
+216,967
|
+31%
|
|
|
2
|
Gateway Advisory
Westfield,
New Jersey
|
$10.2M
|
+$240K
|
+11,488
|
+3%
|
|
|
3
|
|
$6.25M
|
+$545K
|
+26,047
|
+11%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.29M
|
-$5.59M
|
-267,566
|
-54%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$5.25M
|
+$850K
|
+40,664
|
+22%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.84M
|
+$1.62M
|
+77,350
|
+58%
|
|
|
7
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.29M
|
+$87.1K
|
+4,164
|
+2%
|
|
|
8
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.78M
|
-$125K
|
-5,955
|
-3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.61M
|
-$496K
|
-23,701
|
-13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.58M
|
+$2.5M
|
+119,461
|
+321%
|
|
|
11
|
Monument Capital Management
Alexandria,
Virginia
|
$3.52M
|
-$39.4K
|
-1,885
|
-1%
|
|
|
12
|
Prospera Financial Services
Dallas,
Texas
|
$3.46M
|
+$3.05M
|
+145,770
|
+2,611%
|
|
|
13
|
RiverTree Advisors
Winter Park,
Florida
|
$2.82M
|
+$2.58M
|
+123,415
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.43M
|
+$251K
|
+11,994
|
+14%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
+$362K
|
+17,299
|
+23%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.11M
|
+$183K
|
+8,730
|
+10%
|
|
|
17
|
Heron Financial Group
New York
|
$1.94M
|
+$397
|
+19
|
+0%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.72M
|
+$332K
|
+15,882
|
+27%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.58M
|
+$191K
|
+9,152
|
+15%
|
|
|
20
|
Colonial River Investments
Midlothian,
Virginia
|
$1.42M
|
+$1.14M
|
+54,683
|
New
|
|
|
21
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.18M
|
+$1.08M
|
+51,444
|
New
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.13M
|
-$1.13K
|
-54
|
-0.1%
|
|
|
23
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$967K
|
+$171K
|
+8,200
|
+24%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$961K
|
-$18.3K
|
-875
|
-2%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$877K
|
+$802K
|
+38,350
|
New
|
|
