|
1
|
Financial Advisors
Andover,
Massachusetts
|
$10.9M
|
+$11.5M
|
+459,486
|
New
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.9M
|
+$3.06M
|
+122,249
|
New
|
|
|
3
|
Colony Group
Boston,
Massachusetts
|
$2.62M
|
-$418K
|
-16,708
|
-13%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$2.32M
|
+$297K
|
+11,890
|
+14%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$1.9M
|
-$4.54M
|
-181,623
|
-69%
|
|
|
6
|
|
$1.05M
|
+$707K
|
+28,276
|
+175%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$773K
|
+$817K
|
+32,659
|
New
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$715K
|
+$755K
|
+30,205
|
New
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$520K
|
+$549K
|
+21,945
|
New
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$396K
|
+$418K
|
+16,712
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$258K
|
-$522K
|
-20,886
|
-66%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$221K
|
+$234K
|
+9,345
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$206K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$62K
|
+$65.3K
|
+2,613
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$52K
|
+$54.9K
|
+2,197
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$1K
|
-$408K
|
-16,331
|
-100%
|
|
|
17
|
Patten Group
Chattanooga,
Tennessee
|
–
|
-$10K
|
-748
|
Closed
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$6K
|
-230
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4K
|
-136
|
Closed
|
|
