|
1
|
LPL Financial
San Diego,
California
|
$6.54M
|
+$838K
|
+17,962
|
+15%
|
|
|
2
|
Colorado Capital Management
Boulder,
Colorado
|
$4.7M
|
+$133K
|
+2,862
|
+3%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.26M
|
+$783K
|
+16,800
|
+23%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
+$70.7K
|
+1,516
|
+2%
|
|
|
5
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.74M
|
+$323K
|
+6,920
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.64M
|
+$1.88M
|
+40,231
|
+107%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.63M
|
-$546K
|
-11,699
|
-13%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$3.39M
|
-$455K
|
-9,754
|
-12%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$2.89M
|
+$51.9K
|
+1,113
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.54M
|
+$169K
|
+3,620
|
+7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
+$1.67M
|
+35,854
|
+218%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$2.12M
|
+$719K
|
+15,407
|
+51%
|
|
|
13
|
|
$2.1M
|
+$17.3K
|
+372
|
+0.8%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$1.47M
|
+$48.7K
|
+1,044
|
+3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.44M
|
+$24.8K
|
+531
|
+2%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.35M
|
+$156K
|
+3,337
|
+13%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
+$4.43K
|
+95
|
+0.4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$373
|
+8
|
+0%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$1.12M
|
–
|
–
|
–
|
|
|
20
|
Financial Network Wealth Management
Draper,
Utah
|
$1.12M
|
+$187
|
+4
|
+0%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06M
|
+$69.3K
|
+1,487
|
+7%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$976K
|
–
|
–
|
–
|
|
|
23
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$875K
|
+$37.9K
|
+812
|
+5%
|
|
|
24
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$873K
|
-$26K
|
-557
|
-3%
|
|
|
25
|
Impact Investors
San Francisco,
California
|
$800K
|
-$1.75M
|
-37,526
|
-69%
|
|
