|
1
|
|
$74M
|
-$12.8M
|
-532,500
|
-15%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$47.2M
|
+$2.56M
|
+106,055
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
-$2.21M
|
-91,860
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$3.64M
|
-150,960
|
-20%
|
|
|
5
|
|
$13.9M
|
+$2.5M
|
+103,845
|
+22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$7.58M
|
-314,450
|
-43%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.22M
|
-$303K
|
-12,585
|
-3%
|
|
|
8
|
|
$9.18M
|
+$4.5M
|
+186,715
|
+97%
|
|
|
9
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.73M
|
+$7.69M
|
+319,270
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.56M
|
-$119K
|
-4,920
|
-2%
|
|
|
11
|
|
$6.42M
|
+$410K
|
+17,000
|
+7%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$5.05M
|
+$1.31M
|
+54,355
|
+35%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.03M
|
-$170K
|
-7,075
|
-4%
|
|
|
14
|
|
$3.1M
|
+$249K
|
+10,345
|
+9%
|
|
|
15
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3M
|
-$287K
|
-11,900
|
-9%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$2.62M
|
-$3.46M
|
-143,420
|
-57%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.55M
|
-$482K
|
-19,995
|
-16%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.96M
|
+$60.2K
|
+2,500
|
+3%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.9M
|
-$163K
|
-6,770
|
-8%
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$1.67M
|
+$1.67M
|
+69,100
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$1.63M
|
-$32.1K
|
-1,330
|
-2%
|
|
|
22
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$1.58M
|
–
|
–
|
–
|
|
|
23
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.54M
|
–
|
–
|
–
|
|
|
24
|
ETrade Capital Management
Arlington,
Virginia
|
$1.53M
|
+$843
|
+35
|
+0.1%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
-$2.31M
|
-95,715
|
-61%
|
|
