|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.5M
|
-$684K
|
-20,780
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$759K
|
+23,071
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.91M
|
+$850K
|
+25,821
|
+15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.86M
|
+$12.9K
|
+391
|
+0.2%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.7M
|
-$108K
|
-3,284
|
-2%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.77M
|
-$11M
|
-334,300
|
-75%
|
|
|
7
|
|
$2.5M
|
-$51.4K
|
-1,563
|
-2%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$2.48M
|
-$4M
|
-121,629
|
-63%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.27M
|
+$869K
|
+26,404
|
+67%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$2.01M
|
-$148K
|
-4,488
|
-7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.96M
|
+$3.06K
|
+93
|
+0.2%
|
|
|
12
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.19M
|
-$156K
|
-4,728
|
-12%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
-$40.6K
|
-1,234
|
-4%
|
|
|
14
|
Refined Wealth Management
Salt Lake City,
Utah
|
$1.04M
|
-$1.49M
|
-45,157
|
-60%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$936K
|
-$70.4K
|
-2,141
|
-7%
|
|
|
16
|
Trueblood Wealth Management
Lima,
Ohio
|
$865K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$825K
|
-$238K
|
-7,248
|
-23%
|
|
|
18
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$721K
|
-$17.8K
|
-541
|
-3%
|
|
|
19
|
|
$696K
|
-$3.25M
|
-98,687
|
-83%
|
|
|
20
|
Monument Capital Management
Alexandria,
Virginia
|
$668K
|
-$191K
|
-5,794
|
-23%
|
|
|
21
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$645K
|
-$108K
|
-3,269
|
-15%
|
|
|
22
|
Lunt Capital Management
Holladay,
Utah
|
$615K
|
+$11.7K
|
+357
|
+2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$603K
|
-$9.67K
|
-294
|
-2%
|
|
|
24
|
|
$588K
|
-$98.9K
|
-3,006
|
-15%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$573K
|
-$3.23K
|
-98
|
-0.6%
|
|
