|
1
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$14.8M
|
-$4.18M
|
-54,406
|
-22%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.94M
|
-$225K
|
-2,933
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.97M
|
-$443K
|
-5,771
|
-5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.77M
|
-$246K
|
-3,206
|
-3%
|
|
|
5
|
|
$7.48M
|
+$3.63M
|
+47,234
|
+94%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.01M
|
-$1.2M
|
-15,658
|
-15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.82M
|
+$461K
|
+6,000
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$5.61M
|
-$121K
|
-1,573
|
-2%
|
|
|
9
|
|
$4.75M
|
+$2.04M
|
+26,504
|
+75%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.99M
|
+$261K
|
+3,391
|
+7%
|
|
|
11
|
Wambolt & Associates
Littleton,
Colorado
|
$3.42M
|
+$70.8K
|
+921
|
+2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.29M
|
+$718K
|
+9,343
|
+28%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
-$759K
|
-9,884
|
-19%
|
|
|
14
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.73M
|
-$221K
|
-2,872
|
-7%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.15M
|
-$2.77K
|
-36
|
-0.1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
+$607K
|
+7,900
|
+45%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.75M
|
+$243K
|
+3,158
|
+16%
|
|
|
18
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.26M
|
+$187K
|
+2,428
|
+17%
|
|
|
19
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.09M
|
-$3.26M
|
-42,399
|
-75%
|
|
|
20
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$896K
|
+$123K
|
+1,602
|
+16%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$831K
|
+$18K
|
+234
|
+2%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$704K
|
–
|
–
|
–
|
|
|
23
|
Laidlaw Wealth Management
New York City,
New York
|
$698K
|
+$5.22K
|
+68
|
+0.8%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$643K
|
-$51.3K
|
-668
|
-7%
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
$605K
|
-$6.68K
|
-87
|
-1%
|
|
