|
1
|
LPL Financial
San Diego,
California
|
$8.79M
|
+$1.33M
|
+36,471
|
+17%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.31M
|
–
|
–
|
–
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$7.12M
|
+$453K
|
+12,441
|
+7%
|
|
|
4
|
|
$5.87M
|
-$947K
|
-25,995
|
-14%
|
|
|
5
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.36M
|
+$97.7K
|
+2,682
|
+2%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.95M
|
+$1.72M
|
+47,070
|
+73%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.65M
|
+$430K
|
+11,805
|
+13%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.9M
|
+$707K
|
+19,410
|
+31%
|
|
|
9
|
Well Done LLC
Holland,
Michigan
|
$2.37M
|
-$416K
|
-11,427
|
-15%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$1.92M
|
-$11.4K
|
-312
|
-0.6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$194K
|
+5,319
|
+11%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.75M
|
+$345K
|
+9,465
|
+24%
|
|
|
13
|
Next Financial Group
Houston,
Texas
|
$1.67M
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.6M
|
+$1.64M
|
+45,117
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
+$28.2K
|
+774
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
-$12.4K
|
-339
|
-0.9%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.38M
|
+$904K
|
+24,807
|
+179%
|
|
|
18
|
|
$1.18M
|
-$3.91M
|
-107,202
|
-76%
|
|
|
19
|
Pacific Sun Financial
Los Angeles,
California
|
$1.16M
|
-$16.4K
|
-450
|
-1%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$1.15M
|
-$1.17M
|
-31,983
|
-50%
|
|
|
21
|
Investors Research Corp
Atlanta,
Georgia
|
$1.04M
|
+$12.6K
|
+345
|
+1%
|
|
|
22
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$918K
|
–
|
–
|
–
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$886K
|
-$15.2K
|
-417
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$872K
|
-$340K
|
-9,342
|
-28%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$801K
|
-$194K
|
-5,328
|
-19%
|
|
