|
1
|
Shaker Financial Services
Arlington,
Virginia
|
$4.38M
|
+$379K
|
+48,187
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.89M
|
-$270K
|
-34,350
|
-7%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$3.54M
|
-$375K
|
-47,603
|
-10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.31M
|
+$228K
|
+28,969
|
+7%
|
|
|
5
|
|
$2.97M
|
-$92.9K
|
-11,804
|
-3%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.81M
|
-$93.6K
|
-11,892
|
-3%
|
|
|
7
|
Essex Financial Services
Essex,
Connecticut
|
$2.19M
|
-$8.08K
|
-1,027
|
-0.4%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.9M
|
+$55K
|
+6,985
|
+3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.09M
|
+$38.6K
|
+4,909
|
+4%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$921K
|
+$432K
|
+54,823
|
+90%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$885K
|
-$15.4K
|
-1,956
|
-2%
|
|
|
12
|
Sprott Inc
Toronto,
Ontario, Canada
|
$882K
|
+$12.4K
|
+1,573
|
+1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$823K
|
-$92.8K
|
-11,790
|
-10%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$774K
|
-$16.2K
|
-2,053
|
-2%
|
|
|
15
|
|
$363K
|
+$359K
|
+45,660
|
New
|
|
|
16
|
Lodestar Private Asset Management
Alamo,
California
|
$321K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$188K
|
+$2.83K
|
+359
|
+2%
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$168K
|
+$2.51K
|
+319
|
+2%
|
|
|
19
|
Snowden Capital Advisors
New York
|
$168K
|
+$2.52K
|
+320
|
+2%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$153K
|
–
|
–
|
–
|
|
|
21
|
Level Four Advisory Services
Dallas,
Texas
|
$144K
|
+$7.55K
|
+959
|
+6%
|
|
|
22
|
Mraz Amerine & Associates
Modesto,
California
|
$134K
|
–
|
–
|
–
|
|
|
23
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$123K
|
–
|
–
|
–
|
|
|
24
|
McIlrath & Eck
Arlington,
Washington
|
$83.9K
|
+$1.26K
|
+160
|
+2%
|
|
|
25
|
9258 Wealth Management
Blue Ash,
Ohio
|
$81.6K
|
+$1.22K
|
+155
|
+2%
|
|
