|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
+$2.93M
|
+45,355
|
+17%
|
|
|
2
|
|
$17.5M
|
-$471K
|
-7,281
|
-3%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$16.2M
|
+$15M
|
+231,828
|
+5,944%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$5.85M
|
+90,452
|
+81%
|
|
|
5
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$13M
|
-$74.5K
|
-1,153
|
-0.6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$2.6M
|
+40,166
|
+28%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.48M
|
+$1.93M
|
+29,929
|
+28%
|
|
|
8
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$8.24M
|
+$529K
|
+8,177
|
+7%
|
|
|
9
|
Beta Wealth Group
San Diego,
California
|
$5.06M
|
+$4.75M
|
+73,550
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.83M
|
-$35.9K
|
-555
|
-1%
|
|
|
11
|
|
$3.44M
|
+$1.14M
|
+17,630
|
+54%
|
|
|
12
|
Traction Financial Partners
Encampment,
Wyoming
|
$3.22M
|
-$74.3K
|
-1,150
|
-2%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.05M
|
+$183K
|
+2,831
|
+7%
|
|
|
14
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.88M
|
+$2.44M
|
+37,682
|
+900%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
+$964K
|
+14,917
|
+61%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$2.28M
|
+$211K
|
+3,270
|
+11%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.21M
|
+$186K
|
+2,876
|
+10%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$2.05M
|
+$1.15M
|
+17,859
|
+150%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.85M
|
+$466K
|
+7,212
|
+37%
|
|
|
20
|
NTV Asset Management
Charleston,
West Virginia
|
$1.64M
|
-$25.9K
|
-400
|
-2%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$1.35M
|
+$1.27M
|
+19,572
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.31M
|
+$130K
|
+2,009
|
+12%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
+$466K
|
+7,204
|
+64%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
+$74K
|
+1,145
|
+7%
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.21M
|
+$247K
|
+3,823
|
+28%
|
|
