|
1
|
|
$39.2M
|
-$25M
|
-204,252
|
-40%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$21M
|
+$18M
|
+147,306
|
+830%
|
|
|
3
|
HCR Wealth Advisors
Los Angeles,
California
|
$9.77M
|
+$7.58M
|
+62,053
|
+417%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.49M
|
+$3.57M
|
+29,194
|
+64%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$9.29M
|
+$8.94M
|
+73,142
|
New
|
|
|
6
|
Trek Financial
Scottsdale,
Arizona
|
$9.01M
|
+$8.67M
|
+70,925
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.88M
|
-$2.22M
|
-18,175
|
-37%
|
|
|
8
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.47M
|
+$1.99M
|
+16,251
|
+147%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$2.8M
|
+$2.01M
|
+16,461
|
+296%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.59M
|
+$1.24M
|
+10,136
|
+99%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.17M
|
+$2.09M
|
+17,101
|
New
|
|
|
12
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1.89M
|
+$1.82M
|
+14,907
|
New
|
|
|
13
|
Ballew Advisors
Jackson,
Mississippi
|
$1.82M
|
+$1.75M
|
+14,300
|
New
|
|
|
14
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.65M
|
+$243K
|
+1,986
|
+18%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.51M
|
+$1.45M
|
+11,900
|
New
|
|
|
16
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$1.38M
|
+$1.29M
|
+10,570
|
+4,034%
|
|
|
17
|
Two Sigma Securities
New York
|
$1.33M
|
+$1.28M
|
+10,460
|
New
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.31M
|
+$1.26M
|
+10,277
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
+$555K
|
+4,538
|
+81%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.02M
|
+$782K
|
+6,395
|
+383%
|
|
|
21
|
Sicart Associates
New York
|
$983K
|
+$945K
|
+7,728
|
New
|
|
|
22
|
|
$931K
|
-$791K
|
-6,471
|
-47%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$890K
|
+$856K
|
+7,007
|
New
|
|
|
24
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$861K
|
+$829K
|
+6,779
|
New
|
|
|
25
|
Realta Investment Advisors
Wilmington,
Delaware
|
$707K
|
+$55.9K
|
+457
|
+9%
|
|
