|
1
|
Bank of America
Charlotte,
North Carolina
|
$67.8M
|
+$300K
|
+7,391
|
+0.5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$461K
|
+11,353
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11M
|
+$833K
|
+20,512
|
+9%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$9.18M
|
+$77.3K
|
+1,905
|
+1%
|
|
|
5
|
|
$8.11M
|
+$3.31M
|
+81,591
|
+84%
|
|
|
6
|
Oppenheimer Asset Management
New York
|
$6.61M
|
-$127K
|
-3,127
|
-2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.38M
|
-$262K
|
-6,444
|
-4%
|
|
|
8
|
Sierra Capital
Miami,
Florida
|
$5.32M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.68M
|
+$148K
|
+3,640
|
+4%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$4.42M
|
-$677K
|
-16,684
|
-15%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.04M
|
-$206K
|
-5,068
|
-5%
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$3.59M
|
+$12.3K
|
+303
|
+0.4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.5M
|
+$232K
|
+5,724
|
+8%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.26M
|
+$34.5K
|
+850
|
+1%
|
|
|
15
|
Crosspoint Financial
Tustin,
California
|
$1.86M
|
+$124K
|
+3,067
|
+8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
-$246K
|
-6,049
|
-13%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.75M
|
-$896K
|
-22,075
|
-36%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.6M
|
-$1.22M
|
-30,037
|
-46%
|
|
|
19
|
Vontobel Holding
Zurich,
Switzerland
|
$1.48M
|
–
|
–
|
–
|
|
|
20
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$1.47M
|
-$123K
|
-3,036
|
-9%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.45M
|
+$486K
|
+11,969
|
+60%
|
|
|
22
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.38M
|
+$50.8K
|
+1,252
|
+4%
|
|
|
23
|
Price Capital Management
Lafayette,
Louisiana
|
$1.37M
|
+$1.23M
|
+30,200
|
New
|
|
|
24
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.33M
|
+$81.5K
|
+2,009
|
+7%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$1.32M
|
+$73.6K
|
+1,813
|
+7%
|
|
