|
1
|
|
$12.1M
|
-$2.39M
|
-24,583
|
-16%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$86.9K
|
-895
|
-0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.32M
|
-$92.3K
|
-951
|
-1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$9.06M
|
-$927K
|
-9,548
|
-9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.75M
|
+$771K
|
+7,945
|
+11%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$6.98M
|
+$55.7K
|
+574
|
+0.8%
|
|
|
7
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$6.86M
|
+$296K
|
+3,050
|
+4%
|
|
|
8
|
|
$5M
|
-$50.5K
|
-520
|
-1%
|
|
|
9
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$4.69M
|
-$26.6K
|
-274
|
-0.6%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.92M
|
-$171K
|
-1,760
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
-$58.8K
|
-606
|
-1%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$3.82M
|
+$4.08M
|
+41,980
|
+29,986%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.29M
|
+$89K
|
+917
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
+$2.35M
|
+24,200
|
+279%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$3.07M
|
+$349K
|
+3,596
|
+12%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.07M
|
+$47.9K
|
+493
|
+2%
|
|
|
17
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$3.05M
|
+$191K
|
+1,972
|
+7%
|
|
|
18
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.64M
|
+$83.8K
|
+863
|
+3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.48M
|
+$68.1K
|
+701
|
+3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.41M
|
+$21.2K
|
+218
|
+0.9%
|
|
|
21
|
Berkeley Inc
Boise,
Idaho
|
$2.01M
|
-$28.7K
|
-296
|
-1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.96M
|
+$105K
|
+1,081
|
+6%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.81M
|
+$111K
|
+1,142
|
+6%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.73M
|
+$1.77M
|
+18,228
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.69M
|
+$193K
|
+1,986
|
+12%
|
|
