|
1
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$728K
|
+18,317
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
-$4.2M
|
-105,656
|
-17%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$17.4M
|
+$5.39M
|
+135,581
|
+44%
|
|
|
4
|
|
$12.2M
|
-$2.01M
|
-50,481
|
-14%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$10.7M
|
+$376K
|
+9,455
|
+4%
|
|
|
6
|
Endurance Wealth Management
Providence,
Rhode Island
|
$10.3M
|
-$184K
|
-4,625
|
-2%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.78M
|
+$67.7K
|
+1,705
|
+0.8%
|
|
|
8
|
|
$7.38M
|
+$213K
|
+5,355
|
+3%
|
|
|
9
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.68M
|
+$166K
|
+4,185
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.6M
|
+$1.58M
|
+39,686
|
+38%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.26M
|
+$628K
|
+15,818
|
+13%
|
|
|
12
|
Rand Wealth
Baltimore,
Maryland
|
$4.83M
|
+$408K
|
+10,280
|
+9%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.11M
|
+$4.19M
|
+105,548
|
New
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$3.68M
|
-$619K
|
-15,590
|
-14%
|
|
|
15
|
|
$3.32M
|
-$5.08M
|
-127,888
|
-60%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
+$3.27M
|
+82,214
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.94M
|
+$198K
|
+4,995
|
+7%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$2.92M
|
-$494K
|
-12,427
|
-14%
|
|
|
19
|
|
$2.37M
|
–
|
–
|
–
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.94M
|
-$30.8K
|
-775
|
-2%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.94M
|
+$412K
|
+10,373
|
+26%
|
|
|
22
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.56M
|
+$528K
|
+13,294
|
+49%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$1.38M
|
-$220K
|
-5,531
|
-15%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$1.31M
|
+$113K
|
+2,833
|
+9%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.25M
|
-$314K
|
-7,904
|
-20%
|
|
