|
1
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$1.75M
|
+44,608
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$22.9M
|
+$1.65M
|
+42,168
|
+8%
|
|
|
3
|
|
$14.2M
|
-$2.13M
|
-54,290
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$180K
|
+4,590
|
+2%
|
|
|
5
|
Waverton Investment Management
London,
United Kingdom
|
$9.13M
|
+$9.16M
|
+233,802
|
New
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.59M
|
-$2.75M
|
-70,230
|
-27%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$5.88M
|
+$1.61M
|
+41,210
|
+38%
|
|
|
8
|
|
$4.57M
|
+$4.17M
|
+106,578
|
+1,034%
|
|
|
9
|
Bank of New York Mellon
New York
|
$3.96M
|
-$774K
|
-19,768
|
-16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.38M
|
+$363K
|
+9,278
|
+12%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.32M
|
–
|
–
|
–
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$3.26M
|
–
|
–
|
–
|
|
|
13
|
Virtu KCG Holdings
New York
|
$3.23M
|
+$3.23M
|
+82,564
|
New
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.14M
|
-$72.5K
|
-1,852
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.79M
|
+$36.5K
|
+932
|
+1%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$2.67M
|
-$113K
|
-2,890
|
-4%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$1.97M
|
-$157K
|
-4,008
|
-7%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
-$118K
|
-3,024
|
-6%
|
|
|
19
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.73M
|
+$392
|
+10
|
+0%
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$1.72M
|
-$171K
|
-4,376
|
-9%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.32M
|
+$225K
|
+5,734
|
+20%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.27M
|
+$210K
|
+5,368
|
+20%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$1.19M
|
+30,330
|
New
|
|
|
24
|
GW & Wade
Wellesley,
Massachusetts
|
$1.11M
|
-$19.7K
|
-502
|
-2%
|
|
|
25
|
|
$1.11M
|
+$1.11M
|
+28,338
|
New
|
|
