|
1
|
|
$17.4M
|
+$565K
|
+20,769
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$797K
|
+29,315
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.08M
|
+$321K
|
+11,809
|
+4%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$8.78M
|
+$6.11M
|
+224,878
|
+235%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.89M
|
+$106K
|
+3,904
|
+1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.5M
|
-$919K
|
-33,786
|
-21%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.78M
|
-$228K
|
-8,381
|
-8%
|
|
|
8
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.99M
|
+$4.3K
|
+158
|
+0.2%
|
|
|
9
|
Rockland Trust
Hanover,
Massachusetts
|
$1.74M
|
-$49K
|
-1,803
|
-3%
|
|
|
10
|
Wambolt & Associates
Littleton,
Colorado
|
$1.56M
|
-$433K
|
-15,912
|
-22%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.47M
|
+$861K
|
+31,663
|
+144%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
+$93.6K
|
+3,443
|
+10%
|
|
|
13
|
|
$1.02M
|
+$581K
|
+21,354
|
+136%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$945K
|
+$2.45K
|
+90
|
+0.3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$725K
|
-$53.9K
|
-1,982
|
-7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$493K
|
-$153K
|
-5,613
|
-24%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$432K
|
-$3.73K
|
-137
|
-0.9%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$380K
|
+$354
|
+13
|
+0.1%
|
|
|
19
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$359K
|
-$23.9K
|
-878
|
-6%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$276K
|
+$274K
|
+10,081
|
New
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$260K
|
-$5.11K
|
-188
|
-2%
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$214K
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$208K
|
-$63.4K
|
-2,331
|
-23%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$190K
|
–
|
–
|
–
|
|
