|
1
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$6.26M
|
-283,385
|
-22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$27.8K
|
+1,258
|
+0.3%
|
|
|
3
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$6.43M
|
+$6.6M
|
+299,024
|
New
|
|
|
4
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.86M
|
+$1.1M
|
+49,624
|
+23%
|
|
|
5
|
|
$5.74M
|
+$1.03M
|
+46,638
|
+21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.39M
|
+$651K
|
+29,474
|
+13%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.39M
|
+$7.6K
|
+344
|
+0.2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.25M
|
+$99.6K
|
+4,508
|
+3%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.49M
|
-$50.4K
|
-2,284
|
-2%
|
|
|
10
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.44M
|
+$425K
|
+19,240
|
+20%
|
|
|
11
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$2.09M
|
+$1.5M
|
+68,061
|
+235%
|
|
|
12
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.96M
|
+$128K
|
+5,779
|
+7%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.68M
|
+$329K
|
+14,896
|
+23%
|
|
|
14
|
Investment Partners
New Philadelphia,
Ohio
|
$1.66M
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.12M
|
-$1.97M
|
-89,123
|
-63%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.07M
|
-$115K
|
-5,225
|
-10%
|
|
|
17
|
SimpliFi Inc
San Diego,
California
|
$830K
|
+$24.8K
|
+1,124
|
+3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$794K
|
-$177K
|
-7,994
|
-18%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$731K
|
+$475K
|
+21,516
|
+173%
|
|
|
20
|
Cross Staff Investments
Pittsford,
New York
|
$645K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$603K
|
+$345K
|
+15,642
|
+126%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$538K
|
-$7.46M
|
-337,610
|
-93%
|
|
|
23
|
Ausdal Financial Partners
Davenport,
Iowa
|
$503K
|
-$8.66K
|
-392
|
-2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$494K
|
-$1.35M
|
-60,986
|
-73%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$447K
|
+$190K
|
+8,618
|
+71%
|
|
