|
1
|
LPL Financial
San Diego,
California
|
$9M
|
+$1.65M
|
+42,456
|
+20%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.43M
|
-$1.25M
|
-32,241
|
-13%
|
|
|
3
|
|
$6.98M
|
-$10.7M
|
-275,163
|
-58%
|
|
|
4
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.7M
|
-$286K
|
-7,350
|
-6%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.67M
|
+$3.03M
|
+77,955
|
+282%
|
|
|
6
|
Well Done LLC
Holland,
Michigan
|
$2.82M
|
-$484K
|
-12,441
|
-13%
|
|
|
7
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.82M
|
+$3.16M
|
+81,348
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
+$371K
|
+9,555
|
+13%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.71M
|
-$12.7K
|
-327
|
-0.4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.52M
|
+$549K
|
+14,118
|
+24%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.47M
|
-$79.2K
|
-2,037
|
-3%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.27M
|
-$762K
|
-19,611
|
-23%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$2.08M
|
+$920K
|
+23,670
|
+66%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.85M
|
-$1.51M
|
-38,733
|
-42%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.66M
|
+$1.43M
|
+36,828
|
+340%
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$1.63M
|
+$1.83M
|
+46,986
|
New
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.53M
|
-$2.45K
|
-63
|
-0.1%
|
|
|
18
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$1.34M
|
-$54K
|
-1,389
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$1.42M
|
+36,558
|
New
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$1.13M
|
+$26.6K
|
+684
|
+2%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.08M
|
+$733K
|
+18,870
|
+152%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.08M
|
-$670K
|
-17,232
|
-36%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$917K
|
-$5.95K
|
-153
|
-0.6%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$850K
|
-$305K
|
-7,842
|
-24%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$815K
|
-$2.49M
|
-63,981
|
-73%
|
|
