|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.6M
|
-$29.2M
|
-310,805
|
-41%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$38.5M
|
+$3.75M
|
+39,893
|
+11%
|
|
|
3
|
|
$38.3M
|
+$851K
|
+9,061
|
+2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.4M
|
+$7.32M
|
+77,952
|
+68%
|
|
|
5
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$15.7M
|
+$7.7M
|
+82,009
|
+101%
|
|
|
6
|
Horizon Wealth Management
La Grange,
Illinois
|
$15M
|
+$1.33M
|
+14,139
|
+10%
|
|
|
7
|
GenWealth Group
Maplewood,
New Jersey
|
$12.6M
|
+$1.31M
|
+13,997
|
+12%
|
|
|
8
|
Atlas Financial Advisors
Oroville,
California
|
$11.9M
|
+$194K
|
+2,069
|
+2%
|
|
|
9
|
Hamilton Wealth
Encino,
California
|
$11.3M
|
+$3.52M
|
+37,494
|
+46%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$4.6M
|
+48,992
|
+79%
|
|
|
11
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$9.36M
|
+$9.18M
|
+97,689
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.74M
|
-$1.28M
|
-13,623
|
-13%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.1M
|
+$2.27M
|
+24,145
|
+40%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.01M
|
-$580K
|
-6,174
|
-8%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$5.8M
|
+$4.54M
|
+48,376
|
+395%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
+$3.48M
|
+37,087
|
+161%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$5.74M
|
+$1.34M
|
+14,290
|
+31%
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$5.26M
|
+$670K
|
+7,137
|
+15%
|
|
|
19
|
Bridge Advisory
Pasadena,
California
|
$4.83M
|
-$23.9K
|
-254
|
-0.5%
|
|
|
20
|
Callodine Capital Management
Boston,
Massachusetts
|
$3.83M
|
+$3.76M
|
+40,000
|
New
|
|
|
21
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$3.46M
|
+$3.39M
|
+36,104
|
New
|
|
|
22
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.31M
|
+$481K
|
+5,126
|
+17%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$3.31M
|
+$3.25M
|
+34,568
|
New
|
|
|
24
|
Jefferies Financial Group
New York
|
$3.24M
|
+$3.17M
|
+33,787
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.9M
|
-$299K
|
-3,182
|
-9%
|
|
