|
1
|
|
$21.7M
|
-$21.8M
|
-325,011
|
-50%
|
|
|
2
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16.8M
|
-$950K
|
-14,126
|
-93%
|
|
|
3
|
|
$2.32M
|
+$667K
|
+9,929
|
+41%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$1.45M
|
+$1.33M
|
+19,857
|
+1,266%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$1.43M
|
+$1.41M
|
+21,000
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$667K
|
+9,929
|
+104%
|
|
|
7
|
|
$1.31M
|
+$1.3M
|
+19,269
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.24M
|
+$256K
|
+3,815
|
+26%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.06M
|
+$45.2K
|
+672
|
+5%
|
|
|
10
|
|
$1.02M
|
+$1.01M
|
+15,005
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$814K
|
+$188K
|
+2,804
|
+30%
|
|
|
12
|
Snowden Capital Advisors
New York
|
$780K
|
-$423K
|
-6,289
|
-35%
|
|
|
13
|
Gould Asset Management
Claremont,
California
|
$774K
|
+$355K
|
+5,280
|
+86%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$757K
|
+$67.4K
|
+1,002
|
+10%
|
|
|
15
|
|
$535K
|
+$530K
|
+7,882
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$476K
|
+$169K
|
+2,520
|
+56%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$424K
|
+$217K
|
+3,228
|
+107%
|
|
|
18
|
Sage Advisory Services
Austin,
Texas
|
$413K
|
-$114K
|
-1,701
|
-22%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$342K
|
+$127K
|
+1,892
|
+60%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$249K
|
–
|
–
|
–
|
|
|
22
|
Park Avenue Securities
New York
|
$232K
|
+$228K
|
+3,397
|
New
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$225K
|
+$223K
|
+3,319
|
New
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$218K
|
+$40K
|
+595
|
+23%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$213K
|
+$211K
|
+3,142
|
New
|
|
