|
1
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$275K
|
-4,335
|
-2%
|
|
|
2
|
|
$9.58M
|
+$104K
|
+1,632
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.47M
|
+$837K
|
+13,194
|
+12%
|
|
|
4
|
Brown Advisory
Baltimore,
Maryland
|
$7.46M
|
-$30.4K
|
-480
|
-0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.74M
|
+$1.45M
|
+22,791
|
+29%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.28M
|
+$258K
|
+4,062
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.85M
|
-$74K
|
-1,167
|
-2%
|
|
|
8
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.61M
|
-$120K
|
-1,890
|
-3%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$3.34M
|
+$25.5K
|
+402
|
+0.8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.7M
|
-$327K
|
-5,151
|
-11%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$2.67M
|
+$1.07M
|
+16,935
|
+73%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.44M
|
+$2.33M
|
+36,702
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
-$108K
|
-1,710
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$240K
|
+3,777
|
+14%
|
|
|
15
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.42M
|
+$6.09K
|
+96
|
+0.5%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$1.29M
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.28M
|
+$235K
|
+3,702
|
+24%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.25M
|
-$22.6K
|
-357
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
-$1.68M
|
-26,448
|
-59%
|
|
|
20
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.2M
|
–
|
–
|
–
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$1.04M
|
+$319K
|
+5,034
|
+48%
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$998K
|
+$841K
|
+13,260
|
New
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$966K
|
+$38.2K
|
+603
|
+4%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$960K
|
–
|
–
|
–
|
|
|
25
|
The Family Firm
Bethesda,
Maryland
|
$952K
|
+$3.62K
|
+57
|
+0.4%
|
|
