|
1
|
Linscomb Wealth
Houston,
Texas
|
$44.3M
|
+$2.03M
|
+38,591
|
+5%
|
|
|
2
|
|
$31M
|
-$8.09M
|
-154,069
|
-20%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$854K
|
-16,263
|
-4%
|
|
|
4
|
Harvest Capital Management
Concord,
New Hampshire
|
$14.4M
|
-$1.37M
|
-26,150
|
-9%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$14.2M
|
+$14.3M
|
+272,610
|
New
|
|
|
6
|
Cobiz Wealth
Denver,
Colorado
|
$11.5M
|
-$414K
|
-7,890
|
-3%
|
|
|
7
|
|
$10.1M
|
+$602K
|
+11,452
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$9.91M
|
-$2.64M
|
-50,351
|
-21%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$7.02M
|
+$398K
|
+7,586
|
+6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.66M
|
+$679K
|
+12,917
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.54M
|
-$628K
|
-11,962
|
-10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.26M
|
+$1.23M
|
+23,473
|
+40%
|
|
|
13
|
Trutina Financial
Bellevue,
Washington
|
$2.82M
|
+$2.68K
|
+51
|
+0.1%
|
|
|
14
|
Stifel Nicolaus & Co
St Louis,
Missouri
|
$2.65M
|
+$408K
|
+7,769
|
+18%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.55M
|
+$132K
|
+2,505
|
+5%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$2.49M
|
+$98.2K
|
+1,869
|
+4%
|
|
|
17
|
LVM Capital Management
Portage,
Michigan
|
$2.43M
|
+$170K
|
+3,230
|
+7%
|
|
|
18
|
ARS Investment Partners
New York
|
$1.58M
|
+$980K
|
+18,658
|
+159%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.57M
|
+$1.58M
|
+30,157
|
New
|
|
|
20
|
Tower Trust
Fort Wayne,
Indiana
|
$1.56M
|
-$47.5K
|
-905
|
-3%
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.53M
|
+$797K
|
+15,163
|
+107%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.43M
|
-$5.36K
|
-102
|
-0.4%
|
|
|
23
|
SII Investments
Appleton,
Wisconsin
|
$1.36M
|
+$106K
|
+2,015
|
+8%
|
|
|
24
|
Commerce Bank
Kansas City,
Missouri
|
$1.29M
|
+$232K
|
+4,410
|
+22%
|
|
|
25
|
|
$1.2M
|
+$20K
|
+380
|
+2%
|
|
