|
1
|
Linscomb Wealth
Houston,
Texas
|
$103M
|
+$161K
|
+2,460
|
+0.2%
|
|
|
2
|
|
$46.4M
|
+$947K
|
+14,438
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$31.8M
|
+$1.6M
|
+24,340
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
-$425K
|
-6,473
|
-2%
|
|
|
5
|
Daido Life Insurance Company
Osaka,
Japan
|
$24.2M
|
+$23.6M
|
+359,731
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
+$144K
|
+2,192
|
+0.7%
|
|
|
7
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$18.7M
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.4M
|
-$7.96M
|
-121,380
|
-31%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.1M
|
+$2.99M
|
+45,596
|
+24%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$14.9M
|
-$1.88M
|
-28,635
|
-11%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$14.9M
|
+$14.5M
|
+221,110
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$1.75M
|
+26,629
|
+16%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$12M
|
-$181K
|
-2,765
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$205K
|
+3,128
|
+2%
|
|
|
15
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.1M
|
+$9.84M
|
+150,000
|
New
|
|
|
16
|
Harvest Capital Management
Concord,
New Hampshire
|
$6.47M
|
–
|
–
|
–
|
|
|
17
|
Cobiz Wealth
Denver,
Colorado
|
$5.85M
|
-$356K
|
-5,431
|
-6%
|
|
|
18
|
LVM Capital Management
Portage,
Michigan
|
$5.37M
|
+$1.75M
|
+26,715
|
+50%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.62M
|
+$161K
|
+2,449
|
+4%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.48M
|
-$17.3K
|
-263
|
-0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.77M
|
+$819K
|
+12,487
|
+29%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.47M
|
+$186K
|
+2,839
|
+6%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.92M
|
+$2.59M
|
+39,433
|
+992%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.88M
|
+$27.4K
|
+418
|
+1%
|
|
|
25
|
|
$2.62M
|
-$5.34M
|
-81,453
|
-68%
|
|
