|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.3M
|
+$19.7M
|
+500,048
|
New
|
|
|
2
|
|
$9.49M
|
+$2.46M
|
+62,581
|
+36%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.42M
|
+$2.07M
|
+52,664
|
+34%
|
|
|
4
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$7.84M
|
+$467K
|
+11,863
|
+7%
|
|
|
5
|
Synergy Asset Management
Vancouver,
Washington
|
$5.71M
|
+$129K
|
+3,283
|
+2%
|
|
|
6
|
Spire Wealth Management
Mclean,
Virginia
|
$5.42M
|
-$1.68M
|
-42,721
|
-24%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$4.7M
|
+$5.17M
|
+131,459
|
+295%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.26M
|
+$527K
|
+13,400
|
+15%
|
|
|
9
|
Fortem Financial Group
Palm Desert,
California
|
$3.12M
|
-$1.07M
|
-27,107
|
-26%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.03M
|
+$275K
|
+6,982
|
+10%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$2.59M
|
-$176K
|
-4,463
|
-7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$289K
|
+7,342
|
+16%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.88M
|
+$956K
|
+24,293
|
+110%
|
|
|
14
|
|
$1.19M
|
+$961K
|
+24,415
|
+491%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$1.15M
|
+$1.12M
|
+28,368
|
New
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.03M
|
-$393K
|
-9,985
|
-28%
|
|
|
17
|
SignalPoint Asset Management
Springfield,
Missouri
|
$998K
|
+$9.99K
|
+254
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$942K
|
+$6.69K
|
+170
|
+0.7%
|
|
|
19
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$932K
|
+$905K
|
+23,000
|
New
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$910K
|
+$349K
|
+8,867
|
+65%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$887K
|
+$454K
|
+11,535
|
+111%
|
|
|
22
|
Prudential Financial
Newark,
New Jersey
|
$879K
|
-$23.4K
|
-595
|
-3%
|
|
|
23
|
Kaizen Financial Strategies
Campbell,
California
|
$807K
|
+$102K
|
+2,600
|
+15%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$619K
|
+$601K
|
+15,285
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$559K
|
-$152K
|
-3,860
|
-22%
|
|
