|
1
|
Everett Harris & Co
Los Angeles,
California
|
$24.3M
|
+$4.77M
|
+102,000
|
+27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.25M
|
+$21.3K
|
+455
|
+0.4%
|
|
|
3
|
Wealthsimple US
Brooklyn,
New York
|
$4.98M
|
+$4.67M
|
+99,705
|
New
|
|
|
4
|
Cambridge Trust
Cambridge,
Massachusetts
|
$3.82M
|
+$302K
|
+6,463
|
+9%
|
|
|
5
|
|
$3.63M
|
-$814K
|
-17,389
|
-19%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$2.18M
|
+$197K
|
+4,200
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.83M
|
+$9.73K
|
+208
|
+0.6%
|
|
|
8
|
|
$1.81M
|
+$300K
|
+6,403
|
+21%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.66M
|
+$96.6K
|
+2,065
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
+$28.3K
|
+604
|
+2%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$1.43M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33M
|
+$87.9K
|
+1,878
|
+8%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.18M
|
+$1.08M
|
+23,130
|
+4,663%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$1.08M
|
+$392K
|
+8,374
|
+64%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$939K
|
+$23.1K
|
+493
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$936K
|
+$36.6K
|
+781
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$864K
|
+$40.6K
|
+868
|
+5%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$832K
|
–
|
–
|
–
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$598K
|
+$38.4K
|
+820
|
+7%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$538K
|
–
|
–
|
–
|
|
|
21
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$499K
|
–
|
–
|
–
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$493K
|
+$462K
|
+9,879
|
New
|
|
|
23
|
|
$425K
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$378K
|
-$6.37K
|
-136
|
-2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$345K
|
+$64.1K
|
+1,370
|
+25%
|
|
