|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
-$689K
|
-20,928
|
-2%
|
|
|
2
|
Oppenheimer Asset Management
New York
|
$19.3M
|
+$4.98M
|
+151,149
|
+35%
|
|
|
3
|
|
$15.5M
|
+$447K
|
+13,569
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
+$14.9M
|
+451,239
|
New
|
|
|
5
|
Beaumont Capital Management
Boston,
Massachusetts
|
$14.2M
|
+$14.1M
|
+427,407
|
New
|
|
|
6
|
Aveo Capital Partners
Englewood,
Colorado
|
$13.8M
|
-$269K
|
-8,157
|
-2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.15M
|
+$3.19M
|
+96,942
|
+54%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.8M
|
+$5.11M
|
+155,382
|
+314%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.76M
|
+$440K
|
+13,374
|
+8%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.39M
|
+$688K
|
+20,895
|
+15%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.29M
|
-$1.76M
|
-53,421
|
-25%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.17M
|
+$320K
|
+9,708
|
+8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.82M
|
-$28.8K
|
-876
|
-0.8%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.16M
|
-$3.38M
|
-102,630
|
-52%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.11M
|
+$3.09M
|
+93,786
|
New
|
|
|
16
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.71M
|
+$2.69M
|
+81,642
|
New
|
|
|
17
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.34M
|
-$28.1K
|
-855
|
-1%
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.32M
|
-$7.9K
|
-240
|
-0.3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.24M
|
+$617K
|
+18,756
|
+38%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.05M
|
+$1.05M
|
+31,959
|
+107%
|
|
|
21
|
|
$1.67M
|
+$1.65M
|
+50,250
|
New
|
|
|
22
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.56M
|
+$1.55M
|
+47,079
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.48M
|
+$21K
|
+639
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$911K
|
+$312K
|
+9,483
|
+53%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$901K
|
+$19.8K
|
+600
|
+2%
|
|
