|
1
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$2.96M
|
+92,020
|
+26%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$2.99M
|
+92,729
|
+29%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$459K
|
-14,243
|
-4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.37M
|
-$68.8K
|
-2,135
|
-0.8%
|
|
|
5
|
|
$8.36M
|
+$218K
|
+6,774
|
+3%
|
|
|
6
|
Affinity Wealth Management
Wilmington,
Delaware
|
$8.3M
|
+$7.8M
|
+242,236
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.6M
|
+$247K
|
+7,679
|
+4%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.83M
|
+$1.11M
|
+34,401
|
+21%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.62M
|
+$1.67M
|
+51,756
|
+61%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$3.78M
|
+$3.49M
|
+108,357
|
+2,983%
|
|
|
11
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$3.55M
|
-$95.6K
|
-2,970
|
-3%
|
|
|
12
|
Monument Capital Management
Alexandria,
Virginia
|
$2.48M
|
-$35.7K
|
-1,108
|
-1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
+$84.9K
|
+2,636
|
+4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.92M
|
+$513K
|
+15,943
|
+39%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.73M
|
-$1.03M
|
-31,888
|
-38%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
+$107K
|
+3,333
|
+9%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.03M
|
+$205K
|
+6,362
|
+26%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$960K
|
+29,818
|
New
|
|
|
19
|
|
$894K
|
-$1.26M
|
-38,972
|
-60%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$863K
|
+$822K
|
+25,539
|
New
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$807K
|
+$769K
|
+23,887
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$770K
|
+$394K
|
+12,236
|
+116%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$714K
|
-$609K
|
-18,908
|
-47%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$655K
|
-$20.5K
|
-636
|
-3%
|
|
|
25
|
|
$631K
|
+$2.83K
|
+88
|
+0.5%
|
|
