|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$26M
|
+$169K
|
+4,078
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
-$444K
|
-10,716
|
-2%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$12.2M
|
-$1.16M
|
-28,050
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.6M
|
+$2.38M
|
+57,575
|
+67%
|
|
|
5
|
|
$3.07M
|
+$55.2K
|
+1,333
|
+2%
|
|
|
6
|
PDS Planning
Dublin,
Ohio
|
$2.98M
|
-$308K
|
-7,448
|
-9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.93M
|
+$151K
|
+3,654
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.02M
|
-$29.6K
|
-716
|
-1%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$857K
|
-$251K
|
-6,069
|
-22%
|
|
|
10
|
IFG Advisory
Atlanta,
Georgia
|
$768K
|
-$20.9K
|
-505
|
-2%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$664K
|
+$11K
|
+265
|
+2%
|
|
|
12
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$600K
|
+$22.1K
|
+535
|
+4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$534K
|
+$567K
|
+13,685
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$430K
|
-$68.2K
|
-1,647
|
-13%
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$403K
|
-$431K
|
-10,415
|
-50%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$349K
|
-$1.32K
|
-32
|
-0.4%
|
|
|
17
|
CPWM LLC
Seattle,
Washington
|
$332K
|
–
|
–
|
–
|
|
|
18
|
Bremer Bank National Association
St Paul,
Minnesota
|
$326K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$317K
|
-$134K
|
-3,247
|
-29%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$300K
|
+$12.8K
|
+309
|
+4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$214K
|
+$4.55K
|
+110
|
+2%
|
|
|
22
|
Western Wealth Management
Golden,
Colorado
|
$208K
|
-$7.25K
|
-175
|
-3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$166K
|
-$238K
|
-5,755
|
-57%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$104K
|
+$16.2K
|
+392
|
+17%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$99K
|
–
|
–
|
–
|
|
