|
1
|
|
$55.1M
|
+$1.86M
|
+48,250
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$6.03M
|
+156,046
|
+15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$81.8K
|
+2,117
|
+0.4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$192K
|
+4,965
|
+1%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$13.3M
|
-$4.29M
|
-111,167
|
-24%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.9M
|
+$4.98M
|
+128,815
|
+63%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$11.9M
|
+$11.8M
|
+306,450
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$1.15M
|
+29,746
|
+11%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.87M
|
+$263K
|
+6,798
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.75M
|
-$464K
|
-11,999
|
-6%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$6.49M
|
+$1.02M
|
+26,397
|
+19%
|
|
|
12
|
|
$4.76M
|
+$150K
|
+3,895
|
+3%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.02M
|
-$152K
|
-3,945
|
-4%
|
|
|
14
|
Coastline Trust
Providence,
Rhode Island
|
$3.7M
|
+$365K
|
+9,445
|
+11%
|
|
|
15
|
Beta Wealth Group
San Diego,
California
|
$3.41M
|
-$89.2K
|
-2,309
|
-3%
|
|
|
16
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.41M
|
-$1.89K
|
-49
|
-0.1%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$3.15M
|
+$371K
|
+9,598
|
+13%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.73M
|
-$150K
|
-3,894
|
-5%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.41M
|
+$158K
|
+4,085
|
+7%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.29M
|
-$107K
|
-2,766
|
-4%
|
|
|
21
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.25M
|
+$168K
|
+4,350
|
+8%
|
|
|
22
|
|
$2.25M
|
-$1.95M
|
-50,409
|
-47%
|
|
|
23
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.17M
|
-$1.39K
|
-36
|
-0.1%
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
$2.02M
|
+$2.01M
|
+52,037
|
New
|
|
|
25
|
|
$1.68M
|
-$175K
|
-4,534
|
-9%
|
|
