|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$23.2M
|
+$714K
|
+25,600
|
+3%
|
|
|
2
|
|
$16.2M
|
+$580K
|
+20,800
|
+4%
|
|
|
3
|
|
$12.1M
|
-$85.9K
|
-3,080
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.88M
|
+$3.65M
|
+130,960
|
+118%
|
|
|
5
|
|
$6.56M
|
+$111K
|
+3,988
|
+2%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.49M
|
-$893K
|
-32,000
|
-12%
|
|
|
7
|
|
$6.15M
|
+$31.5K
|
+1,128
|
+0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.9M
|
+$9.26K
|
+332
|
+0.2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.09M
|
-$2.46K
|
-88
|
-0.1%
|
|
|
10
|
American International Group
New York
|
$2.06M
|
+$1.04M
|
+37,276
|
+107%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.68M
|
+$180K
|
+6,436
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.66M
|
+$72.1K
|
+2,584
|
+5%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$1.58M
|
-$438K
|
-15,684
|
-22%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.44M
|
+$132K
|
+4,728
|
+10%
|
|
|
15
|
SG Americas Securities
New York
|
$1.37M
|
+$1.34M
|
+48,060
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.28M
|
-$33.1K
|
-1,188
|
-3%
|
|
|
17
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$377K
|
+13,508
|
+62%
|
|
|
19
|
Opus Capital Group
Cincinnati,
Ohio
|
$968K
|
–
|
–
|
–
|
|
|
20
|
|
$844K
|
-$85.9K
|
-3,080
|
-9%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$620K
|
-$74.3K
|
-2,664
|
-11%
|
|
|
22
|
National Planning Corporation
El Segundo,
California
|
$572K
|
-$12.8K
|
-460
|
-2%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$571K
|
+$102K
|
+3,664
|
+22%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$494K
|
+$118K
|
+4,212
|
+32%
|
|
|
25
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$414K
|
-$137K
|
-4,928
|
-25%
|
|
