|
1
|
Bank of America
Charlotte,
North Carolina
|
$41.5M
|
+$4.19M
|
+126,242
|
+10%
|
|
|
2
|
|
$35.8M
|
-$4.72M
|
-142,157
|
-10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
-$73.3K
|
-2,208
|
-0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$6.59M
|
-198,565
|
-33%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$11.3M
|
-$367K
|
-11,073
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.73M
|
+$2.87M
|
+86,404
|
+40%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.31M
|
-$298K
|
-8,970
|
-3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.25M
|
-$471K
|
-14,206
|
-6%
|
|
|
9
|
|
$5.94M
|
-$1.57M
|
-47,458
|
-19%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.92M
|
+$559K
|
+16,836
|
+9%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$5.56M
|
-$89.3K
|
-2,690
|
-1%
|
|
|
12
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3.37M
|
+$588K
|
+17,724
|
+18%
|
|
|
13
|
|
$3.31M
|
-$20.6K
|
-621
|
-0.5%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.59M
|
+$46.9K
|
+1,412
|
+2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$2.4M
|
+$18.5K
|
+558
|
+0.7%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$2.27M
|
+$899K
|
+27,088
|
+52%
|
|
|
17
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.98M
|
-$54K
|
-1,626
|
-2%
|
|
|
18
|
Coastline Trust
Providence,
Rhode Island
|
$1.9M
|
-$1.24M
|
-37,390
|
-36%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.86M
|
+$134K
|
+4,026
|
+7%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.8M
|
+$30.5K
|
+920
|
+1%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.76M
|
+$398K
|
+11,989
|
+24%
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$1.68M
|
+$172K
|
+5,190
|
+10%
|
|
|
23
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.54M
|
-$38.1K
|
-1,148
|
-2%
|
|
|
24
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$1.5M
|
+$320K
|
+9,644
|
+23%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.44M
|
-$579K
|
-17,446
|
-26%
|
|
