|
1
|
Bank of America
Charlotte,
North Carolina
|
$41.1M
|
-$89.2K
|
-1,964
|
-0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$611K
|
+13,436
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$3.38M
|
+74,486
|
+32%
|
|
|
4
|
|
$11.7M
|
-$326K
|
-7,166
|
-3%
|
|
|
5
|
Bank of New York Mellon
New York
|
$8.8M
|
+$5.67M
|
+124,768
|
+150%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$8.13M
|
+$364K
|
+8,014
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.46M
|
+$26.4K
|
+580
|
+0.4%
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$3.34M
|
–
|
–
|
–
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.9M
|
-$98.3K
|
-2,164
|
-3%
|
|
|
10
|
|
$2.82M
|
-$1.46M
|
-32,156
|
-33%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.75M
|
+$111K
|
+2,432
|
+4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.71M
|
-$88K
|
-1,936
|
-3%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.7M
|
-$361K
|
-7,938
|
-11%
|
|
|
14
|
|
$2.11M
|
+$1.94M
|
+42,668
|
+600%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.83M
|
-$94.5K
|
-2,080
|
-5%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$1.81M
|
-$12.6K
|
-278
|
-0.6%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$1.8M
|
+$182
|
+4
|
+0%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$1.63M
|
+$1.73M
|
+38,134
|
+9,534%
|
|
|
19
|
Kendall Capital Management
Rockville,
Maryland
|
$1.44M
|
-$90.9K
|
-2,000
|
-6%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.4M
|
-$115K
|
-2,534
|
-7%
|
|
|
21
|
|
$1.38M
|
+$90.9K
|
+2,000
|
+7%
|
|
|
22
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.25M
|
-$702K
|
-15,460
|
-34%
|
|
|
23
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.14M
|
+$127K
|
+2,786
|
+13%
|
|
|
24
|
GW & Wade
Wellesley,
Massachusetts
|
$1.02M
|
+$273
|
+6
|
+0%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
