|
1
|
|
$65.2M
|
+$5.33M
|
+411,797
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
+$379K
|
+29,260
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$947K
|
+73,206
|
+6%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.5M
|
+$50K
|
+3,862
|
+0.4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$1.25M
|
+96,629
|
+12%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
-$6.33M
|
-489,303
|
-36%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$16.4K
|
+1,264
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$98.1K
|
+7,577
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.68M
|
+$1.61M
|
+124,356
|
+25%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$7.89M
|
+$879K
|
+67,962
|
+14%
|
|
|
11
|
Mission Hills Financial Advisory
San Diego,
California
|
$6.36M
|
+$6.13M
|
+473,776
|
New
|
|
|
12
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.92M
|
+$67.6K
|
+5,225
|
+1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.08M
|
+$116K
|
+8,950
|
+3%
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$4.95M
|
-$893K
|
-69,013
|
-17%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.01M
|
-$53K
|
-4,093
|
-1%
|
|
|
16
|
Karpus Investment Management
Pittsford,
New York
|
$3.75M
|
-$124K
|
-9,544
|
-3%
|
|
|
17
|
Castle Wealth Management
West Palm Beach,
Florida
|
$3.27M
|
+$157K
|
+12,162
|
+6%
|
|
|
18
|
Matrix Private Capital Group
New York
|
$3.02M
|
+$556K
|
+42,990
|
+25%
|
|
|
19
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$3M
|
+$130K
|
+10,072
|
+5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
+$190K
|
+14,658
|
+8%
|
|
|
21
|
Sargent Investment Group
Bethesda,
Maryland
|
$2.85M
|
+$31.1K
|
+2,400
|
+1%
|
|
|
22
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.79M
|
-$110K
|
-8,500
|
-4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.73M
|
-$72.4K
|
-5,597
|
-3%
|
|
|
24
|
Independent Financial Group
San Diego,
California
|
$2.72M
|
+$444K
|
+34,291
|
+22%
|
|
|
25
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$2.6M
|
+$55.6K
|
+4,298
|
+2%
|
|
