|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
+$532K
|
+14,844
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.8M
|
+$6M
|
+167,537
|
+22%
|
|
|
3
|
|
$30.9M
|
+$1.72M
|
+47,915
|
+6%
|
|
|
4
|
O'Donnell Financial Services
San Rafael,
California
|
$19.1M
|
+$1.49M
|
+41,627
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.5M
|
-$528K
|
-14,744
|
-3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.8M
|
-$230K
|
-6,430
|
-2%
|
|
|
7
|
Pacer Advisors
Malvern,
Pennsylvania
|
$10.6M
|
+$387K
|
+10,800
|
+4%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
+$5.77M
|
+161,060
|
+145%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.28M
|
-$304K
|
-8,493
|
-4%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$7.48M
|
+$430K
|
+12,013
|
+6%
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$7.17M
|
-$215K
|
-5,994
|
-3%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$6.98M
|
+$155K
|
+4,322
|
+2%
|
|
|
13
|
Level Four Advisory Services
Dallas,
Texas
|
$6.9M
|
+$875K
|
+24,414
|
+15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.92M
|
-$12K
|
-336
|
-0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.1M
|
-$4.62M
|
-128,951
|
-48%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.05M
|
+$2.3M
|
+64,192
|
+89%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.86M
|
+$1.32M
|
+36,768
|
+39%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$4.5M
|
-$607K
|
-16,939
|
-12%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.75M
|
-$356K
|
-9,937
|
-9%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.92M
|
+$2.29M
|
+64,039
|
+436%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.71M
|
+$309K
|
+8,611
|
+13%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.59M
|
-$77.6K
|
-2,165
|
-3%
|
|
|
23
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.17M
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.77M
|
-$128K
|
-3,576
|
-7%
|
|
|
25
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$1.38M
|
+$17.1K
|
+477
|
+1%
|
|
