|
1
|
|
$18.1M
|
+$7.51M
|
+153,595
|
+70%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15M
|
+$5.84M
|
+119,400
|
+64%
|
|
|
3
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$9.56M
|
+$3.94M
|
+80,600
|
+70%
|
|
|
4
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$9M
|
+$620K
|
+12,674
|
+7%
|
|
|
5
|
POM Investment Strategies
Raleigh,
North Carolina
|
$6.3M
|
+$6.32M
|
+129,320
|
New
|
|
|
6
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.87M
|
-$329K
|
-6,737
|
-5%
|
|
|
7
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$5.16M
|
+$285K
|
+5,819
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.6M
|
-$672K
|
-13,742
|
-13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.59M
|
+$1.1M
|
+22,425
|
+44%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
-$32.9K
|
-673
|
-1%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.84M
|
+$11.5K
|
+235
|
+0.4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
-$63.8K
|
-1,304
|
-2%
|
|
|
13
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.46M
|
–
|
–
|
–
|
|
|
14
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$2.31M
|
-$77.5K
|
-1,585
|
-3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.15M
|
-$2.88K
|
-59
|
-0.1%
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.82M
|
+$1.82M
|
+37,231
|
New
|
|
|
17
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.67M
|
-$39.1K
|
-800
|
-2%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.53M
|
+$1.26M
|
+25,717
|
+454%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$1.48M
|
+$1.51M
|
+30,797
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.26M
|
+$1.02M
|
+20,845
|
+411%
|
|
|
21
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$1.12M
|
-$31.8K
|
-651
|
-3%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$1.11M
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
+$196K
|
+4,006
|
+22%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
-$636K
|
-13,014
|
-37%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$58.8K
|
+1,203
|
+6%
|
|
