|
1
|
|
$39.8M
|
-$26M
|
-517,948
|
-40%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
+$2.12M
|
+42,282
|
+6%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22.2M
|
+$4.45M
|
+88,629
|
+25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$6.16M
|
+122,516
|
+74%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$13.9M
|
+$13.9M
|
+276,643
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$251K
|
+5,005
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.98M
|
+$1.97M
|
+39,262
|
+28%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$8.47M
|
+$566K
|
+11,274
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.94M
|
+$4.04M
|
+80,483
|
+104%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.58M
|
-$364K
|
-7,246
|
-5%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$7.54M
|
-$124K
|
-2,461
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.43M
|
+$1.16M
|
+23,154
|
+22%
|
|
|
13
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.43M
|
+$560K
|
+11,151
|
+10%
|
|
|
14
|
Citizens Business Bank
Ontario,
California
|
$6.13M
|
+$525K
|
+10,453
|
+9%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.07M
|
+$288K
|
+5,727
|
+5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$5.79M
|
+$613K
|
+12,205
|
+12%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.03M
|
+$493K
|
+9,820
|
+11%
|
|
|
18
|
Northstar Investment Advisors
Denver,
Colorado
|
$4.55M
|
+$58.9K
|
+1,173
|
+1%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.16M
|
-$149K
|
-2,961
|
-3%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$4.05M
|
+$837K
|
+16,669
|
+26%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.98M
|
+$113K
|
+2,246
|
+3%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.95M
|
+$45.7K
|
+910
|
+1%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$3.49M
|
+$3.48M
|
+69,351
|
New
|
|
|
24
|
|
$2.98M
|
-$2.65M
|
-52,727
|
-47%
|
|
|
25
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.74M
|
+$153K
|
+3,039
|
+6%
|
|
