|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
+$15.4M
|
+427,879
|
+32%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$43.6M
|
+$6.9M
|
+191,146
|
+17%
|
|
|
3
|
Round Table Services
Westfield,
New Jersey
|
$16.5M
|
+$4.92M
|
+136,402
|
+39%
|
|
|
4
|
|
$7.92M
|
+$607K
|
+16,832
|
+8%
|
|
|
5
|
|
$6.31M
|
+$855K
|
+23,708
|
+14%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.76M
|
+$210K
|
+5,824
|
+4%
|
|
|
7
|
|
$5.21M
|
-$5.78M
|
-160,313
|
-51%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.51M
|
+$1.18M
|
+32,635
|
+52%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.96M
|
+$3.28M
|
+90,798
|
+338%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.84M
|
+$2.71M
|
+75,116
|
+800%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$1.99M
|
+$1.22M
|
+33,744
|
+134%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.68M
|
-$701K
|
-19,439
|
-28%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$385K
|
+10,662
|
+36%
|
|
|
14
|
Tompkins Financial
Ithaca,
New York
|
$1.21M
|
+$28.3K
|
+785
|
+2%
|
|
|
15
|
|
$1.14M
|
-$1.51K
|
-42
|
-0.1%
|
|
|
16
|
Main Management
San Francisco,
California
|
$828K
|
+$888K
|
+24,615
|
New
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$771K
|
+$406K
|
+11,240
|
+94%
|
|
|
18
|
Ritholtz Wealth Management
New York
|
$648K
|
+$83.7K
|
+2,321
|
+14%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$647K
|
+$347K
|
+9,611
|
+100%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$626K
|
+$130K
|
+3,612
|
+24%
|
|
|
21
|
Baker Avenue Asset Management
San Francisco,
California
|
$595K
|
+$7.04K
|
+195
|
+1%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$571K
|
+$365K
|
+10,114
|
+148%
|
|
|
23
|
Raffa Wealth Management
Washington,
District of Columbia
|
$565K
|
+$606K
|
+16,785
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$564K
|
+$569K
|
+15,781
|
+1,578%
|
|
|
25
|
Dragon Financial & Investment Group
San Mateo,
California
|
$516K
|
+$553K
|
+15,335
|
New
|
|
