|
1
|
|
$14.9M
|
-$840K
|
-14,247
|
-5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.71M
|
+$217K
|
+3,679
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.24M
|
-$221K
|
-3,750
|
-3%
|
|
|
4
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.38M
|
-$292K
|
-4,954
|
-8%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.55M
|
+$1.26M
|
+21,402
|
+98%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.46M
|
+$84.1K
|
+1,426
|
+4%
|
|
|
7
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$2.32M
|
-$289K
|
-4,909
|
-11%
|
|
|
8
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$1.97M
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.63M
|
+$127K
|
+2,152
|
+8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
-$344K
|
-5,844
|
-19%
|
|
|
11
|
|
$1.25M
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
-$144K
|
-2,451
|
-11%
|
|
|
13
|
Ignite Planners
San Clemente,
California
|
$1.05M
|
+$982K
|
+16,652
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
-$88.4K
|
-1,500
|
-8%
|
|
|
15
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$762K
|
-$44.6K
|
-756
|
-6%
|
|
|
16
|
Signet Financial Management
Parsippany,
New Jersey
|
$701K
|
+$111K
|
+1,888
|
+19%
|
|
|
17
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$662K
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$536K
|
-$13.4K
|
-228
|
-2%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$523K
|
-$821K
|
-13,926
|
-61%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$517K
|
–
|
–
|
–
|
|
|
21
|
Pursue Wealth Partners
Clayton,
California
|
$443K
|
+$442K
|
+7,500
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$400K
|
-$1.6M
|
-27,075
|
-80%
|
|
|
23
|
Perennial Investment Advisors
Los Angeles,
California
|
$347K
|
+$20.6K
|
+350
|
+6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$345K
|
+$345K
|
+5,852
|
New
|
|
|
25
|
9258 Wealth Management
Blue Ash,
Ohio
|
$334K
|
+$472
|
+8
|
+0.1%
|
|
