|
1
|
|
$53.3M
|
+$581K
|
+15,067
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$4.06M
|
+105,122
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
-$195K
|
-5,060
|
-1%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$17.7M
|
-$30K
|
-778
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
+$818K
|
+21,212
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$4.31M
|
-111,649
|
-30%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.63M
|
+$353K
|
+9,138
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.92M
|
-$109K
|
-2,836
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.23M
|
+$374K
|
+9,703
|
+6%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$5.48M
|
+$484K
|
+12,541
|
+10%
|
|
|
11
|
|
$4.62M
|
+$383K
|
+9,918
|
+9%
|
|
|
12
|
|
$4.21M
|
+$2.55M
|
+66,094
|
+157%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.18M
|
+$264K
|
+6,851
|
+7%
|
|
|
14
|
Beta Wealth Group
San Diego,
California
|
$3.43M
|
–
|
–
|
–
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.42M
|
+$116
|
+3
|
+0%
|
|
|
16
|
Coastline Trust
Providence,
Rhode Island
|
$3.34M
|
+$314K
|
+8,130
|
+10%
|
|
|
17
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.89M
|
-$23.6K
|
-612
|
-0.8%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.78M
|
-$158K
|
-4,107
|
-5%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.4M
|
-$87.3K
|
-2,263
|
-4%
|
|
|
20
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.37M
|
-$1.59M
|
-41,201
|
-40%
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.27M
|
+$2.25M
|
+58,336
|
New
|
|
|
22
|
Towerpoint Wealth
Sacramento,
California
|
$2.18M
|
-$1.2M
|
-31,126
|
-36%
|
|
|
23
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.17M
|
-$352K
|
-9,130
|
-14%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.08M
|
-$459K
|
-11,902
|
-18%
|
|
|
25
|
Telos Capital Management
San Diego,
California
|
$1.88M
|
+$24.5K
|
+636
|
+1%
|
|
