|
1
|
|
$11.8M
|
-$4.1M
|
-99,738
|
-27%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.45M
|
-$100K
|
-2,440
|
-2%
|
|
|
3
|
BOK Financial
Tulsa,
Oklahoma
|
$4.48M
|
+$12.1K
|
+295
|
+0.3%
|
|
|
4
|
Conning Inc
Hartford,
Connecticut
|
$2.91M
|
–
|
–
|
–
|
|
|
5
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$2.52M
|
-$239K
|
-5,820
|
-9%
|
|
|
6
|
|
$2.23M
|
-$2.45M
|
-59,589
|
-53%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$2.17M
|
-$215K
|
-5,216
|
-9%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$2M
|
+$209K
|
+5,070
|
+12%
|
|
|
9
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.79M
|
+$1.03M
|
+25,068
|
+151%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
-$4.07K
|
-99
|
-0.3%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$1.31M
|
+$59.8K
|
+1,454
|
+5%
|
|
|
12
|
S&CO Inc
Boston,
Massachusetts
|
$1.3M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$979K
|
+$32.1K
|
+780
|
+4%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$942K
|
-$106K
|
-2,566
|
-11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$932K
|
-$250K
|
-6,079
|
-22%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$912K
|
+$35K
|
+850
|
+4%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$833K
|
-$20.6K
|
-500
|
-3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$805K
|
-$30.6K
|
-744
|
-4%
|
|
|
19
|
Concert Wealth Management
San Jose,
California
|
$786K
|
-$9.17K
|
-223
|
-1%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$694K
|
-$17.9K
|
-435
|
-3%
|
|
|
21
|
Cutler Group
San Francisco,
California
|
$686K
|
+$658K
|
+16,000
|
New
|
|
|
22
|
Neuberger Berman Group
New York
|
$635K
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
$530K
|
-$1.81M
|
-44,033
|
-78%
|
|
|
24
|
|
$425K
|
–
|
–
|
–
|
|
|
25
|
Wolverine Trading
Chicago,
Illinois
|
$402K
|
-$29.2K
|
-710
|
-7%
|
|
