|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$15.5M
|
+$6.45M
|
+313,178
|
+94%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$6.47M
|
+314,222
|
+94%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.92M
|
-$3.04M
|
-147,500
|
-37%
|
|
|
4
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.4M
|
-$514K
|
-24,958
|
-10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.82M
|
+$2.06M
|
+99,937
|
+215%
|
|
|
6
|
|
$2.99M
|
+$1.44M
|
+69,816
|
+123%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$2.95M
|
+$2.57M
|
+125,000
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.95M
|
+$873K
|
+42,375
|
+105%
|
|
|
9
|
Concert Wealth Management
San Jose,
California
|
$1.48M
|
+$1.3M
|
+62,963
|
New
|
|
|
10
|
|
$1.48M
|
+$2.1K
|
+102
|
+0.2%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
+$1.28M
|
+62,230
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.45M
|
+$440K
|
+21,363
|
+53%
|
|
|
13
|
Niemann Capital Management
Stateline,
Nevada
|
$985K
|
+$80.2K
|
+3,892
|
+10%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$707K
|
+$618K
|
+30,000
|
New
|
|
|
15
|
|
$707K
|
+$618K
|
+30,000
|
New
|
|
|
16
|
CIBC World Market
Toronto,
Ontario, Canada
|
$622K
|
+$53.4K
|
+2,592
|
+11%
|
|
|
17
|
|
$619K
|
-$98.2K
|
-4,770
|
-15%
|
|
|
18
|
SouthState Corp
Winter Haven,
Florida
|
$475K
|
–
|
–
|
–
|
|
|
19
|
|
$421K
|
+$367K
|
+17,837
|
New
|
|
|
20
|
SG Americas Securities
New York
|
$379K
|
+$66.7K
|
+3,238
|
+25%
|
|
|
21
|
|
$379K
|
+$331K
|
+16,088
|
New
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$350K
|
+$306K
|
+14,878
|
New
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$289K
|
-$92.2K
|
-4,477
|
-27%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$246K
|
+$9.04K
|
+439
|
+4%
|
|
|
25
|
|
$222K
|
+$13.9K
|
+676
|
+8%
|
|
