|
1
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$7.08M
|
+184,917
|
+92%
|
|
|
2
|
|
$13.9M
|
-$1.13M
|
-29,457
|
-7%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.78M
|
+$9.9M
|
+258,756
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.1M
|
+$33.4K
|
+873
|
+0.5%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$4.9M
|
+$106K
|
+2,778
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.07M
|
-$313K
|
-8,187
|
-9%
|
|
|
7
|
Theory Financial
Fort Collins,
Colorado
|
$3.05M
|
+$3.09M
|
+80,727
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.61M
|
+$760K
|
+19,863
|
+40%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.38M
|
+$1.63M
|
+42,567
|
+209%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.8M
|
-$299K
|
-7,809
|
-14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
-$1.2M
|
-31,461
|
-43%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
-$34.4K
|
-900
|
-2%
|
|
|
13
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.42M
|
–
|
–
|
–
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$1.4M
|
-$913K
|
-23,844
|
-39%
|
|
|
15
|
IMC Chicago
Chicago,
Illinois
|
$1.36M
|
+$110K
|
+2,871
|
+9%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$1.3M
|
+$438K
|
+11,442
|
+50%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.11M
|
+$5.86K
|
+153
|
+0.5%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$527K
|
+13,770
|
+94%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.05M
|
-$67.7K
|
-1,770
|
-6%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$921K
|
+$337K
|
+8,799
|
+57%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$919K
|
–
|
–
|
–
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$912K
|
+$924K
|
+24,129
|
New
|
|
|
23
|
|
$883K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$854K
|
+$865K
|
+22,605
|
New
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$787K
|
+$797K
|
+20,829
|
New
|
|
