|
1
|
|
$8.82M
|
+$9.02M
|
+170,376
|
New
|
|
|
2
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.19M
|
+$640K
|
+12,096
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.7M
|
-$397K
|
-7,507
|
-10%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.69M
|
-$893K
|
-16,861
|
-19%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.77M
|
+$323K
|
+6,108
|
+13%
|
|
|
6
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.74M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.54M
|
-$1.31M
|
-24,784
|
-34%
|
|
|
8
|
|
$2.28M
|
-$188K
|
-3,558
|
-7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.13M
|
-$105K
|
-1,981
|
-5%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$1.56M
|
-$47.3K
|
-894
|
-3%
|
|
|
11
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.46M
|
+$106K
|
+2,002
|
+8%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.46M
|
+$231K
|
+4,365
|
+18%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
-$4.99M
|
-94,265
|
-77%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.34M
|
-$76.8K
|
-1,450
|
-5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.34M
|
-$374K
|
-7,060
|
-21%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.05M
|
-$57K
|
-1,076
|
-5%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
-$77.9K
|
-1,472
|
-7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$805K
|
-$35.5K
|
-671
|
-4%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$757K
|
-$210K
|
-3,960
|
-21%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$687K
|
-$233K
|
-4,395
|
-25%
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$567K
|
-$593K
|
-11,207
|
-51%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$478K
|
-$301K
|
-5,691
|
-38%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$401K
|
+$142K
|
+2,682
|
+53%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$343K
|
-$22.9K
|
-433
|
-6%
|
|
|
25
|
|
$341K
|
–
|
–
|
–
|
|
