|
1
|
Bank of America
Charlotte,
North Carolina
|
$90.5M
|
-$5.08M
|
-138,918
|
-5%
|
|
|
2
|
|
$78.4M
|
-$592K
|
-16,200
|
-0.7%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$56.3M
|
+$13.8M
|
+376,998
|
+32%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52M
|
-$1.37M
|
-37,392
|
-3%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$48.1M
|
+$92.4K
|
+2,526
|
+0.2%
|
|
|
6
|
|
$46.7M
|
+$3.63M
|
+99,132
|
+8%
|
|
|
7
|
|
$43M
|
+$552K
|
+15,108
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$30.1M
|
-$1.21M
|
-33,012
|
-4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.4M
|
-$78.8K
|
-2,154
|
-0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$1.42M
|
+38,748
|
+9%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$16.5M
|
+$13.9M
|
+381,330
|
+503%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$2.42M
|
+66,282
|
+25%
|
|
|
13
|
|
$10.3M
|
+$8.31M
|
+227,118
|
+397%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.19M
|
+$29.4K
|
+804
|
+0.3%
|
|
|
15
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$8.84M
|
-$19.3K
|
-528
|
-0.2%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.46M
|
-$233K
|
-6,360
|
-3%
|
|
|
17
|
|
$7.99M
|
+$56K
|
+1,530
|
+0.7%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$7.77M
|
+$1.33M
|
+36,288
|
+20%
|
|
|
19
|
Bailard
Foster City,
California
|
$6.98M
|
-$11.8K
|
-324
|
-0.2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.98M
|
+$822K
|
+22,482
|
+16%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.8M
|
-$5.27K
|
-144
|
-0.1%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
23
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.08M
|
-$230K
|
-6,282
|
-4%
|
|
|
24
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$4.74M
|
–
|
–
|
–
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.36M
|
+$58.1K
|
+1,590
|
+1%
|
|
