|
1
|
|
$12M
|
+$2.6M
|
+74,201
|
+29%
|
|
|
2
|
BOK Financial
Tulsa,
Oklahoma
|
$3.78M
|
+$3.65M
|
+104,091
|
New
|
|
|
3
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$3.06M
|
+$2.95M
|
+84,115
|
New
|
|
|
4
|
|
$2.73M
|
+$971K
|
+27,680
|
+58%
|
|
|
5
|
Conning Inc
Hartford,
Connecticut
|
$2.46M
|
–
|
–
|
–
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$2.1M
|
-$104K
|
-2,978
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
+$183K
|
+5,226
|
+14%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
-$110K
|
-3,130
|
-8%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.28M
|
-$949K
|
-27,063
|
-44%
|
|
|
10
|
S&CO Inc
Boston,
Massachusetts
|
$1.22M
|
-$5.96K
|
-170
|
-0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$693K
|
+19,760
|
+160%
|
|
|
12
|
Howland Capital Management
Boston,
Massachusetts
|
$1.09M
|
-$193K
|
-5,500
|
-16%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$1.06M
|
–
|
–
|
–
|
|
|
14
|
First Financial Equity Corporation
Scottsdale,
Arizona
|
$917K
|
+$877K
|
+25,008
|
New
|
|
|
15
|
Concert Wealth Management
San Jose,
California
|
$796K
|
+$172K
|
+4,899
|
+25%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$791K
|
+$305K
|
+8,698
|
+67%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$726K
|
+$189K
|
+5,396
|
+37%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$620K
|
-$3.82K
|
-109
|
-0.6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$610K
|
+$266K
|
+7,591
|
+82%
|
|
|
20
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$546K
|
+$59.5K
|
+1,697
|
+13%
|
|
|
21
|
Neuberger Berman Group
New York
|
$538K
|
+$519K
|
+14,801
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$531K
|
+$11.8K
|
+337
|
+2%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$526K
|
-$716K
|
-20,405
|
-58%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$498K
|
+$405K
|
+11,556
|
+532%
|
|
|
25
|
Allianz Asset Management
Munich,
Germany
|
$479K
|
–
|
–
|
–
|
|
