|
1
|
Bank of America
Charlotte,
North Carolina
|
$31.1M
|
-$1.39M
|
-39,175
|
-4%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.2M
|
+$53.9K
|
+1,523
|
+0.2%
|
|
|
3
|
|
$3.64M
|
-$1.56M
|
-44,164
|
-31%
|
|
|
4
|
PDS Planning
Dublin,
Ohio
|
$3.52M
|
-$426K
|
-12,031
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.76M
|
-$415K
|
-11,725
|
-14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2M
|
+$233K
|
+6,578
|
+14%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$1.7M
|
+$1.63M
|
+46,063
|
New
|
|
|
8
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.42M
|
+$23.4K
|
+661
|
+2%
|
|
|
9
|
IFG Advisory
Atlanta,
Georgia
|
$1.25M
|
-$10.6K
|
-300
|
-0.9%
|
|
|
10
|
Grimes & Company
Westborough,
Massachusetts
|
$1.01M
|
+$971K
|
+27,402
|
New
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
$710K
|
+$12.7K
|
+359
|
+2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$585K
|
-$96.9K
|
-2,735
|
-15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$536K
|
-$1.36M
|
-38,483
|
-73%
|
|
|
14
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$510K
|
-$244K
|
-6,875
|
-33%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$460K
|
-$5.88K
|
-166
|
-1%
|
|
|
16
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$426K
|
-$24.2K
|
-682
|
-6%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$376K
|
-$2.05K
|
-58
|
-0.6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$337K
|
-$1.23M
|
-34,821
|
-79%
|
|
|
19
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$336K
|
+$323K
|
+9,120
|
New
|
|
|
20
|
CPWM LLC
Seattle,
Washington
|
$314K
|
–
|
–
|
–
|
|
|
21
|
Bremer Bank National Association
St Paul,
Minnesota
|
$294K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$289K
|
+$10.6K
|
+300
|
+4%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$270K
|
–
|
–
|
–
|
|
|
24
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$256K
|
-$822K
|
-23,218
|
-77%
|
|
|
25
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$242K
|
-$10K
|
-283
|
-4%
|
|
