|
1
|
|
$21.8M
|
+$1.02M
|
+19,200
|
+5%
|
|
|
2
|
|
$15.9M
|
+$284K
|
+5,370
|
+2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
+$2.04M
|
+38,430
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$278K
|
+5,253
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.55M
|
+$858K
|
+16,200
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.87M
|
+$487K
|
+9,201
|
+7%
|
|
|
7
|
First American Trust
Santa Ana,
California
|
$6.12M
|
+$166K
|
+3,135
|
+3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.68M
|
-$714K
|
-13,473
|
-13%
|
|
|
9
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.03M
|
+$130K
|
+2,445
|
+3%
|
|
|
10
|
GHP Investment Advisors
Denver,
Colorado
|
$3.94M
|
-$13.5K
|
-255
|
-0.3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.11M
|
+$1.55M
|
+29,352
|
+100%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$2.68M
|
+$275K
|
+5,184
|
+11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.58M
|
-$167K
|
-3,162
|
-6%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.22M
|
-$18.8K
|
-354
|
-0.8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
+$1.12M
|
+21,150
|
+107%
|
|
|
16
|
M Holdings Securities
Portland,
Oregon
|
$1.27M
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.23M
|
–
|
–
|
–
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$1.1M
|
+$15.9K
|
+300
|
+1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
-$14.3K
|
-270
|
-1%
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$866K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$793K
|
–
|
–
|
–
|
|
|
22
|
|
$744K
|
-$77.9K
|
-1,470
|
-9%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$679K
|
-$7.47K
|
-141
|
-1%
|
|
|
24
|
Bank of New York Mellon
New York
|
$503K
|
+$3.02K
|
+57
|
+0.6%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$436K
|
+$127K
|
+2,406
|
+41%
|
|
