|
1
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$9.48M
|
+185,182
|
+98%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.4M
|
+$1.99M
|
+38,883
|
+17%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$7.55M
|
-$60.6K
|
-1,183
|
-0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.43M
|
-$2.9M
|
-56,646
|
-28%
|
|
|
5
|
KWB Wealth
Redlands,
California
|
$6.63M
|
-$7.92M
|
-154,725
|
-54%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$6.46M
|
+$4.82M
|
+94,206
|
+291%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$4.79M
|
-$56.6K
|
-1,105
|
-1%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4M
|
-$90K
|
-1,758
|
-2%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.1M
|
+$3.11M
|
+60,776
|
New
|
|
|
10
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.04M
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2M
|
+$1.34M
|
+26,109
|
+199%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$1.7M
|
-$60.8K
|
-1,187
|
-3%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.69M
|
+$63.6K
|
+1,241
|
+4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
-$22.8K
|
-446
|
-2%
|
|
|
15
|
|
$1.39M
|
+$1.39M
|
+27,146
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.12M
|
+$83.6K
|
+1,633
|
+8%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$893K
|
-$95.2K
|
-1,858
|
-10%
|
|
|
18
|
Insight Advisors
Newtown,
Pennsylvania
|
$533K
|
-$60.7K
|
-1,185
|
-10%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$530K
|
+$532K
|
+10,381
|
New
|
|
|
20
|
Webster Bank
Waterbury,
Connecticut
|
$378K
|
-$47.1K
|
-920
|
-11%
|
|
|
21
|
|
$373K
|
+$301K
|
+5,887
|
+416%
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$292K
|
+$293K
|
+5,724
|
New
|
|
|
23
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
24
|
Evercore Wealth Management
New York
|
$224K
|
-$230K
|
-4,483
|
-50%
|
|
|
25
|
TrueWealth Advisors
Birmingham,
Alabama
|
$217K
|
–
|
–
|
–
|
|
