|
1
|
Wells Fargo
San Francisco,
California
|
$17.2M
|
+$582K
|
+7,350
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17M
|
+$2.78M
|
+35,190
|
+19%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$16.7M
|
+$575K
|
+7,262
|
+3%
|
|
|
4
|
|
$10.5M
|
+$1.51M
|
+19,040
|
+16%
|
|
|
5
|
FOCUS Wealth Advisors
Houston,
Texas
|
$9.19M
|
+$562K
|
+7,102
|
+6%
|
|
|
6
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$8.77M
|
+$8.97M
|
+113,406
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.05M
|
+$1.72M
|
+21,778
|
+26%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.15M
|
-$1.96M
|
-24,712
|
-21%
|
|
|
9
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.36M
|
+$6.51M
|
+82,257
|
New
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.88M
|
+$69.8K
|
+882
|
+2%
|
|
|
11
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$3.82M
|
+$3.92M
|
+49,474
|
New
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.52M
|
+$3.6M
|
+45,523
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$239K
|
+3,021
|
+9%
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$2.66M
|
+$184K
|
+2,330
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
+$474K
|
+5,990
|
+28%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2M
|
-$46.4K
|
-586
|
-2%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.61M
|
-$1.34K
|
-17
|
-0.1%
|
|
|
18
|
|
$1.46M
|
+$47K
|
+594
|
+3%
|
|
|
19
|
Darwin Wealth Management
Tampa,
Florida
|
$1.35M
|
+$490K
|
+6,191
|
+49%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1.28M
|
-$742K
|
-9,371
|
-36%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$1.19M
|
+$837K
|
+10,576
|
+217%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$982K
|
+$23.6K
|
+298
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$954K
|
+$178K
|
+2,244
|
+22%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$933K
|
-$200K
|
-2,523
|
-17%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$888K
|
+$909K
|
+11,488
|
New
|
|
