|
1
|
|
$29.4M
|
+$1.83M
|
+30,905
|
+6%
|
|
|
2
|
|
$12M
|
+$12.9M
|
+218,402
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
+$3.46M
|
+58,587
|
+79%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.08M
|
+$17.6K
|
+297
|
+0.3%
|
|
|
5
|
|
$4.33M
|
+$2.63M
|
+44,458
|
+129%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.37M
|
+$3.63M
|
+61,322
|
New
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$3.09M
|
+$3.33M
|
+56,244
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.57M
|
+$2.77M
|
+46,876
|
New
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.44M
|
+$499K
|
+8,443
|
+23%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.31M
|
+$1.08M
|
+18,218
|
+76%
|
|
|
11
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.79M
|
+$1.93M
|
+32,637
|
New
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$1.76M
|
+$1.05M
|
+17,720
|
+123%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
+$647K
|
+10,937
|
+59%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.31M
|
+$908K
|
+15,357
|
+180%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
+$298K
|
+5,047
|
+35%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$706K
|
+$723K
|
+12,230
|
+1,932%
|
|
|
17
|
Tiedemann Advisors
New York
|
$668K
|
+$718K
|
+12,150
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$646K
|
+$414K
|
+7,000
|
+147%
|
|
|
19
|
North American Management
Boston,
Massachusetts
|
$601K
|
-$11.8K
|
-200
|
-2%
|
|
|
20
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$553K
|
+$595K
|
+10,066
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$372K
|
+$400K
|
+6,770
|
New
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$332K
|
+$10.8K
|
+182
|
+3%
|
|
|
23
|
Gould Asset Management
Claremont,
California
|
$314K
|
+$338K
|
+5,720
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$283K
|
-$87.1K
|
-1,473
|
-22%
|
|
|
25
|
|
$275K
|
-$2.92M
|
-49,356
|
-91%
|
|
