|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.43M
|
+$802K
|
+9,029
|
+9%
|
|
|
2
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$8.26M
|
+$867K
|
+9,752
|
+11%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$7.29M
|
+$615K
|
+6,920
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.53M
|
+$247K
|
+2,785
|
+5%
|
|
|
5
|
|
$4.26M
|
-$4.04M
|
-45,451
|
-48%
|
|
|
6
|
|
$3.94M
|
-$573K
|
-6,451
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
+$758K
|
+8,533
|
+25%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.66M
|
+$1.55M
|
+17,427
|
+71%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.45M
|
-$73.2K
|
-824
|
-2%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$3.16M
|
+$3.22M
|
+36,221
|
New
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$2.05M
|
+$94.2K
|
+1,060
|
+5%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.98M
|
+$2.02M
|
+22,741
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.9M
|
+$947K
|
+10,653
|
+95%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.6M
|
-$377K
|
-4,239
|
-19%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.55M
|
+$65.3K
|
+735
|
+4%
|
|
|
16
|
Silvercrest Asset Management
New York
|
$1.54M
|
+$28.6K
|
+322
|
+2%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.48M
|
+$208K
|
+2,336
|
+16%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
+$312K
|
+3,508
|
+27%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.32M
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
-$23.4K
|
-263
|
-2%
|
|
|
21
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.14M
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
-$279K
|
-3,134
|
-20%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
-$365K
|
-4,111
|
-25%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$966K
|
-$512K
|
-5,757
|
-34%
|
|
|
25
|
Roundview Capital
Princeton,
New Jersey
|
$886K
|
-$427K
|
-4,800
|
-32%
|
|
