|
1
|
Golden State Wealth Management
Santa Ana,
California
|
$35.3M
|
+$19.1M
|
+747,529
|
+149,506%
|
|
|
2
|
|
$13.7M
|
+$1.39M
|
+54,700
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.77M
|
+$838K
|
+32,876
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.21M
|
-$794K
|
-31,143
|
-15%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3.74M
|
+$3.22M
|
+126,107
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$635K
|
+24,909
|
+27%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
+$440K
|
+17,242
|
+24%
|
|
|
8
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$2.6M
|
+$2.23M
|
+87,395
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.54M
|
-$769K
|
-30,153
|
-26%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$1.88M
|
+$1.61M
|
+63,325
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
-$728K
|
-28,561
|
-32%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.67M
|
+$272K
|
+10,673
|
+23%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
+$130K
|
+5,109
|
+11%
|
|
|
14
|
Oppenheimer & Co
New York
|
$1.44M
|
-$606K
|
-23,752
|
-33%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$243K
|
+9,538
|
+31%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.07M
|
-$14.9K
|
-585
|
-2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$265K
|
+10,399
|
+41%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.02M
|
–
|
–
|
–
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
$888K
|
+$698K
|
+27,367
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$803K
|
-$648K
|
-25,409
|
-48%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$792K
|
+$193K
|
+7,569
|
+40%
|
|
|
22
|
|
$642K
|
+$551K
|
+21,604
|
New
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$607K
|
-$51.7K
|
-2,026
|
-9%
|
|
|
24
|
Rikoon Group
Santa Fe,
New Mexico
|
$548K
|
+$60.9K
|
+2,387
|
+15%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$519K
|
+$65.1K
|
+2,554
|
+17%
|
|
