|
1
|
|
$29.9M
|
+$4.63M
|
+86,961
|
+16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
-$6.86M
|
-128,945
|
-29%
|
|
|
3
|
Matrix Trust Company
Denver,
Colorado
|
$8.63M
|
-$98.2K
|
-1,844
|
-1%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$7.73M
|
+$8.66M
|
+162,720
|
New
|
|
|
5
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$6.41M
|
+$6.4M
|
+120,190
|
+822%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.52M
|
-$997K
|
-18,737
|
-14%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.13M
|
-$133K
|
-2,503
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.87M
|
-$40.1K
|
-753
|
-0.7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.36M
|
+$137K
|
+2,574
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.96M
|
-$543K
|
-10,208
|
-11%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.45M
|
+$3.86M
|
+72,579
|
New
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.16M
|
+$87.2K
|
+1,639
|
+3%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$2.92M
|
-$97.2K
|
-1,827
|
-3%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.9M
|
+$4.15K
|
+78
|
+0.1%
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.86M
|
-$31.5K
|
-591
|
-1%
|
|
|
16
|
Viewpoint Capital Management
Seattle,
Washington
|
$2.23M
|
–
|
–
|
–
|
|
|
17
|
|
$2.06M
|
–
|
–
|
–
|
|
|
18
|
|
$1.99M
|
+$2.23M
|
+41,885
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
-$293K
|
-5,512
|
-13%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.61M
|
-$128K
|
-2,407
|
-7%
|
|
|
21
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.55M
|
-$13.6K
|
-255
|
-0.8%
|
|
|
22
|
Surevest
Los Angeles,
California
|
$1.41M
|
+$101K
|
+1,896
|
+7%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$1.37M
|
+$249K
|
+4,678
|
+19%
|
|
|
24
|
Hyperion Capital Advisors
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
+$23K
|
+433
|
+2%
|
|
