|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.4M
|
+$4.93M
|
+99,108
|
+6%
|
|
|
2
|
|
$22.2M
|
+$5.02M
|
+100,973
|
+27%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$1.4M
|
-28,100
|
-8%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$15M
|
+$1.05M
|
+21,095
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$1.53M
|
-30,687
|
-9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.4M
|
-$367K
|
-7,372
|
-5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$5.94M
|
+$297K
|
+5,970
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.22M
|
-$158K
|
-3,185
|
-3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
+$6.76K
|
+136
|
+0.1%
|
|
|
10
|
Nelson Capital Management
Menlo Park,
California
|
$4.13M
|
+$283K
|
+5,684
|
+7%
|
|
|
11
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$3.73M
|
-$19.9K
|
-400
|
-0.5%
|
|
|
12
|
Centurion Wealth Management
Mclean,
Virginia
|
$3.53M
|
–
|
–
|
–
|
|
|
13
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$3.34M
|
-$40.1K
|
-806
|
-1%
|
|
|
14
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.32M
|
-$31.7K
|
-637
|
-0.9%
|
|
|
15
|
|
$2.47M
|
+$1.01M
|
+20,390
|
+63%
|
|
|
16
|
Crosspoint Financial
Tustin,
California
|
$2.39M
|
+$2.53M
|
+50,937
|
New
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2.39M
|
+$260K
|
+5,230
|
+11%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
-$3.77M
|
-75,910
|
-60%
|
|
|
19
|
|
$2.26M
|
+$2.39M
|
+48,008
|
New
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$2.22M
|
-$435K
|
-8,752
|
-16%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.17M
|
+$924K
|
+18,574
|
+69%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$2.16M
|
-$315K
|
-6,325
|
-12%
|
|
|
23
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$2.11M
|
+$14.6K
|
+294
|
+0.7%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.05M
|
+$48.4K
|
+974
|
+2%
|
|
|
25
|
1 North Wealth Services
Annapolis,
Maryland
|
$1.98M
|
-$234K
|
-4,707
|
-10%
|
|
