|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
+$609K
|
+15,695
|
+2%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.8M
|
-$831K
|
-21,426
|
-3%
|
|
|
3
|
|
$3.83M
|
-$11.2K
|
-289
|
-0.3%
|
|
|
4
|
PDS Planning
Dublin,
Ohio
|
$3.58M
|
-$136K
|
-3,506
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.94M
|
+$21.1K
|
+543
|
+0.7%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.68M
|
+$2.67M
|
+68,820
|
New
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$2.25M
|
+$454K
|
+11,691
|
+25%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.05M
|
-$61K
|
-1,573
|
-3%
|
|
|
9
|
IFG Advisory
Atlanta,
Georgia
|
$1.34M
|
+$20.9K
|
+540
|
+2%
|
|
|
10
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.33M
|
-$168K
|
-4,336
|
-11%
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
$775K
|
+$24.1K
|
+620
|
+3%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$576K
|
+$90.4K
|
+2,329
|
+19%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$513K
|
-$52.7K
|
-1,359
|
-9%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$507K
|
-$110K
|
-2,838
|
-18%
|
|
|
15
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$451K
|
+$95.6K
|
+2,465
|
+27%
|
|
|
16
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$426K
|
–
|
–
|
–
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$398K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$355K
|
-$776
|
-20
|
-0.2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$335K
|
+$29.1K
|
+750
|
+10%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$335K
|
+$114K
|
+2,935
|
+52%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$331K
|
–
|
–
|
–
|
|
|
22
|
Bremer Bank National Association
St Paul,
Minnesota
|
$311K
|
–
|
–
|
–
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$275K
|
-$9.7K
|
-250
|
-3%
|
|
|
24
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$264K
|
-$273K
|
-7,040
|
-51%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$249K
|
+$6.87K
|
+177
|
+3%
|
|
