|
1
|
LPL Financial
San Diego,
California
|
$5.65M
|
+$180K
|
+3,837
|
+3%
|
|
|
2
|
Colorado Capital Management
Boulder,
Colorado
|
$4.53M
|
+$193K
|
+4,114
|
+4%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.14M
|
-$11.9K
|
-254
|
-0.3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.81M
|
+$1.82M
|
+38,731
|
+89%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
+$40.4K
|
+860
|
+1%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.45M
|
+$3.5M
|
+74,480
|
New
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.39M
|
+$107K
|
+2,268
|
+3%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$2.81M
|
+$526K
|
+11,199
|
+23%
|
|
|
9
|
Impact Investors
San Francisco,
California
|
$2.53M
|
+$145K
|
+3,096
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
-$156K
|
-3,315
|
-6%
|
|
|
11
|
|
$2.09M
|
+$378K
|
+8,044
|
+22%
|
|
|
12
|
|
$1.9M
|
+$217K
|
+4,614
|
+13%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.75M
|
+$345K
|
+7,336
|
+24%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$1.43M
|
+$1.43M
|
+30,462
|
New
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.4M
|
-$5.31K
|
-113
|
-0.4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$68.5K
|
+1,458
|
+5%
|
|
|
17
|
Financial Connections Group
Corte Madera,
California
|
$1.36M
|
-$81.7K
|
-1,739
|
-6%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
+$182K
|
+3,883
|
+17%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$222K
|
+4,733
|
+22%
|
|
|
20
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.18M
|
+$864K
|
+18,380
|
+258%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$1.11M
|
–
|
–
|
–
|
|
|
22
|
Financial Network Wealth Management
Draper,
Utah
|
$1.11M
|
-$43.8K
|
-933
|
-4%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$981K
|
+$301K
|
+6,415
|
+43%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$976K
|
+$109K
|
+2,320
|
+12%
|
|
|
25
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$905K
|
-$309K
|
-6,570
|
-25%
|
|
