|
1
|
American Century Companies
Kansas City,
Missouri
|
$101M
|
-$4M
|
-85,324
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.7M
|
+$729K
|
+15,551
|
+2%
|
|
|
3
|
Synovus Financial
Columbus,
Georgia
|
$13.1M
|
-$21.3K
|
-455
|
-0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.58M
|
+$658K
|
+14,034
|
+10%
|
|
|
5
|
World Equity Group
Schaumburg,
Illinois
|
$1.94M
|
+$20.5K
|
+437
|
+1%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.93M
|
+$38.8K
|
+827
|
+2%
|
|
|
7
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.29M
|
-$4.13K
|
-88
|
-0.3%
|
|
|
8
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$651K
|
+$642K
|
+13,685
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$556K
|
+$254K
|
+5,408
|
+86%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$553K
|
+$417K
|
+8,899
|
+328%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$549K
|
+$134K
|
+2,854
|
+33%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$510K
|
-$41.2K
|
-878
|
-8%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$396K
|
+$390K
|
+8,320
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$371K
|
-$54.8K
|
-1,169
|
-13%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$310K
|
+$305K
|
+6,512
|
New
|
|
|
16
|
WealthBridge Capital Management
Westerville,
Ohio
|
$266K
|
-$2.11K
|
-45
|
-0.8%
|
|
|
17
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$259K
|
+$891
|
+19
|
+0.4%
|
|
|
18
|
Family Capital Management
Grand Rapids,
Michigan
|
$214K
|
+$211K
|
+4,503
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$85.5K
|
-$31K
|
-660
|
-27%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$12.6K
|
+$585K
|
+12,482
|
+5%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$6.85K
|
-$5.91K
|
-126
|
-47%
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
$4.66K
|
+$4.6K
|
+98
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$1.97K
|
+42
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$48
|
–
|
–
|
–
|
|
|
25
|
PCG Wealth Advisors
Overland Park,
Kansas
|
–
|
-$1.71M
|
-40,922
|
Closed
|
|
