|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
-$1.65M
|
-9,657
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.28M
|
-$513K
|
-3,000
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.78M
|
+$3.98M
|
+23,282
|
+97%
|
|
|
4
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$5.57M
|
+$5.12M
|
+29,935
|
New
|
|
|
5
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$4.61M
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4M
|
+$238K
|
+1,390
|
+7%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$3.76M
|
+$2.44M
|
+14,256
|
+239%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.6M
|
+$3.3M
|
+19,328
|
New
|
|
|
9
|
|
$3.4M
|
+$692K
|
+4,048
|
+28%
|
|
|
10
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$1.99M
|
+$121K
|
+710
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
+$112K
|
+656
|
+8%
|
|
|
12
|
Independent Wealth Advisors
Cary,
North Carolina
|
$1.7M
|
+$11.5K
|
+67
|
+0.7%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$1.63M
|
+$2.05K
|
+12
|
+0.1%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.2M
|
+$149K
|
+870
|
+16%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.16M
|
+$1.06M
|
+6,215
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$232K
|
+1,355
|
+30%
|
|
|
17
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.06M
|
+$1.88K
|
+11
|
New
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$1.02M
|
+$937K
|
+5,482
|
New
|
|
|
19
|
Independent Wealth Network
Urbandale,
Iowa
|
$819K
|
-$171K
|
-998
|
-18%
|
|
|
20
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$744K
|
+$684K
|
+4,000
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$612K
|
+$253K
|
+1,481
|
+82%
|
|
|
22
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$595K
|
+$547K
|
+3,200
|
New
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$527K
|
+$39.8K
|
+233
|
+9%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$521K
|
+$228K
|
+1,336
|
+90%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$516K
|
-$3.25K
|
-19
|
-0.7%
|
|
