|
1
|
|
$14M
|
+$1.65M
|
+44,386
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.85M
|
+$3.18M
|
+85,847
|
+196%
|
|
|
3
|
|
$4.18M
|
+$1.35M
|
+36,400
|
+48%
|
|
|
4
|
BOK Financial
Tulsa,
Oklahoma
|
$3.9M
|
+$2.82K
|
+76
|
+0.1%
|
|
|
5
|
Conning Inc
Hartford,
Connecticut
|
$2.54M
|
–
|
–
|
–
|
|
|
6
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$2.42M
|
-$722K
|
-19,485
|
-23%
|
|
|
7
|
Flow Traders U.S.
New York
|
$2.11M
|
+$2.09M
|
+56,385
|
New
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$2.09M
|
-$73.5K
|
-1,984
|
-3%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.55M
|
+$994K
|
+26,814
|
+183%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$1.37M
|
+$51.7K
|
+1,396
|
+4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.23M
|
+$24.9K
|
+672
|
+2%
|
|
|
12
|
S&CO Inc
Boston,
Massachusetts
|
$1.13M
|
-$126K
|
-3,400
|
-10%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
-$382K
|
-10,297
|
-27%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$910K
|
+$906K
|
+24,437
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$826K
|
+$17K
|
+458
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$764K
|
+$133K
|
+3,601
|
+21%
|
|
|
18
|
Howland Capital Management
Boston,
Massachusetts
|
$746K
|
-$371K
|
-10,000
|
-33%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$731K
|
-$17.5K
|
-473
|
-2%
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$689K
|
-$236K
|
-6,371
|
-26%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$623K
|
-$16.9K
|
-455
|
-3%
|
|
|
22
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$622K
|
+$58.4K
|
+1,577
|
+10%
|
|
|
23
|
SG Americas Securities
New York
|
$587K
|
+$581K
|
+15,672
|
New
|
|
|
24
|
Neuberger Berman Group
New York
|
$554K
|
–
|
–
|
–
|
|
|
25
|
Allianz Asset Management
Munich,
Germany
|
$479K
|
–
|
–
|
–
|
|
