|
1
|
LPL Financial
San Diego,
California
|
$240M
|
-$12M
|
-65,932
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
-$8.78M
|
-48,440
|
-6%
|
|
|
3
|
|
$153M
|
-$4.03M
|
-22,258
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$67.7M
|
+$13M
|
+71,788
|
+29%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$46.4M
|
+$2.01M
|
+11,097
|
+5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$41M
|
+$4.77M
|
+26,306
|
+16%
|
|
|
7
|
Howard Capital Management Group
Los Angeles,
California
|
$39.8M
|
+$236K
|
+1,301
|
+0.7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.6M
|
-$10.3M
|
-57,078
|
-25%
|
|
|
9
|
Affinity Wealth Management
Wilmington,
Delaware
|
$33.9M
|
+$29.2M
|
+160,932
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.2M
|
-$3.05M
|
-16,849
|
-11%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.3M
|
+$4.07M
|
+22,474
|
+21%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.4M
|
-$1.56M
|
-8,596
|
-6%
|
|
|
13
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$24.8M
|
+$1.73M
|
+9,567
|
+9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$23.8M
|
+$2.6M
|
+14,369
|
+15%
|
|
|
15
|
Marks Wealth
Annapolis,
Maryland
|
$23.7M
|
+$20.4M
|
+112,426
|
New
|
|
|
16
|
|
$23.7M
|
-$8.18M
|
-45,124
|
-29%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.7M
|
+$299K
|
+1,649
|
+2%
|
|
|
18
|
Enclave Advisors
Austin,
Texas
|
$22.7M
|
+$3.94M
|
+21,759
|
+25%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.5M
|
-$4.03M
|
-22,242
|
-18%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.7M
|
-$692K
|
-3,817
|
-4%
|
|
|
21
|
Cumberland Advisors
Sarasota,
Florida
|
$17M
|
-$5.52M
|
-30,455
|
-27%
|
|
|
22
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$14.4M
|
+$12.3M
|
+67,956
|
+18,877%
|
|
|
23
|
|
$13.6M
|
+$3.86M
|
+21,319
|
+49%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13.2M
|
-$2.68M
|
-14,776
|
-19%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$12.8M
|
+$1.87M
|
+10,317
|
+20%
|
|
