|
1
|
Portfolio Strategies
Monsey,
New York
|
$23.4M
|
+$24.6M
|
+247,927
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$7M
|
+70,635
|
+81%
|
|
|
3
|
|
$13.9M
|
+$2.92M
|
+29,480
|
+25%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$2.4M
|
-24,190
|
-16%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.49M
|
+$4.22M
|
+42,560
|
+90%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.61M
|
+$377K
|
+3,809
|
+7%
|
|
|
7
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.13M
|
-$3.77K
|
-38
|
-0.1%
|
|
|
8
|
Fulcrum Equity Management
Plano,
Texas
|
$4.87M
|
+$3.73M
|
+37,599
|
+268%
|
|
|
9
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.63M
|
+$4.87M
|
+49,107
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.3M
|
-$4.8M
|
-48,445
|
-51%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$3.32M
|
+$1.09M
|
+11,051
|
+46%
|
|
|
12
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3.14M
|
+$3.3M
|
+33,345
|
New
|
|
|
13
|
Legacy Capital Group California
Los Gatos,
California
|
$2.92M
|
+$3.07M
|
+30,961
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
+$575K
|
+5,808
|
+25%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.59M
|
-$26.3K
|
-265
|
-1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.55M
|
+$1.41M
|
+14,234
|
+111%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2.05M
|
+$193K
|
+1,951
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.04M
|
+$1.9M
|
+19,132
|
+758%
|
|
|
19
|
Connectus Wealth
Cincinnati,
Ohio
|
$1.88M
|
+$44.1K
|
+445
|
+2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.83M
|
-$4.2M
|
-42,379
|
-69%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.36M
|
-$48K
|
-485
|
-3%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.18M
|
+$101K
|
+1,019
|
+9%
|
|
|
23
|
|
$1.11M
|
+$770K
|
+7,776
|
+194%
|
|
|
24
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$901K
|
+$302K
|
+3,045
|
+47%
|
|
|
25
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$788K
|
+$828K
|
+8,353
|
New
|
|
