|
1
|
|
$16M
|
-$533K
|
-22,303
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$377K
|
+15,766
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.31M
|
+$3.45M
|
+144,489
|
+83%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.39M
|
-$15.6M
|
-653,325
|
-70%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.2M
|
-$68.7K
|
-2,877
|
-2%
|
|
|
6
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.86M
|
+$2.63M
|
+109,910
|
New
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.48M
|
-$312K
|
-13,063
|
-12%
|
|
|
8
|
Wambolt & Associates
Littleton,
Colorado
|
$1.88M
|
-$196K
|
-8,206
|
-10%
|
|
|
9
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.88M
|
-$121K
|
-5,068
|
-7%
|
|
|
10
|
Rockland Trust
Hanover,
Massachusetts
|
$1.7M
|
-$102K
|
-4,272
|
-6%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$895K
|
-$23.5K
|
-982
|
-3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$885K
|
+$20.7K
|
+866
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$740K
|
-$61.2K
|
-2,560
|
-8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$614K
|
+$26.7K
|
+1,116
|
+5%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$570K
|
-$1.2M
|
-50,034
|
-70%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$414K
|
-$164K
|
-6,883
|
-30%
|
|
|
17
|
|
$409K
|
-$724K
|
-30,289
|
-66%
|
|
|
18
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$363K
|
+$334K
|
+13,965
|
New
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$361K
|
-$59.3K
|
-2,482
|
-15%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$258K
|
-$146K
|
-6,127
|
-38%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$251K
|
+$231K
|
+9,661
|
New
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$231K
|
-$48.6K
|
-2,033
|
-19%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$208K
|
-$68.2K
|
-2,852
|
-26%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$181K
|
–
|
–
|
–
|
|
