|
1
|
|
$2.42M
|
+$370K
|
+28,598
|
+18%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2M
|
+$52.5K
|
+4,063
|
+3%
|
|
|
3
|
Alpha Cubed Investments
Irvine,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
4
|
Meixler Investment Management
Show Low,
Arizona
|
$1.61M
|
-$127K
|
-9,850
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.46M
|
+$228K
|
+17,651
|
+18%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$1.38M
|
+$22.4K
|
+1,730
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.22M
|
-$293K
|
-22,679
|
-19%
|
|
|
8
|
1776 Wealth
Atlanta,
Georgia
|
$1.01M
|
–
|
–
|
–
|
|
|
9
|
Bartlett & Co
Cincinnati,
Ohio
|
$727K
|
+$59.4K
|
+4,600
|
+9%
|
|
|
10
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$727K
|
+$59.4K
|
+4,600
|
+9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$579K
|
+$71.6K
|
+5,542
|
+14%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$459K
|
+$323K
|
+24,984
|
+232%
|
|
|
13
|
Family Management
New York
|
$422K
|
–
|
–
|
–
|
|
|
14
|
Independent Financial Group
San Diego,
California
|
$344K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$314K
|
-$31.5K
|
-2,438
|
-9%
|
|
|
16
|
Western Wealth Management
Golden,
Colorado
|
$311K
|
+$32.3K
|
+2,500
|
+12%
|
|
|
17
|
Bank of New York Mellon
New York
|
$300K
|
+$879
|
+68
|
+0.3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$273K
|
+$10.6K
|
+819
|
+4%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$250K
|
+$2.58K
|
+200
|
+1%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$236K
|
-$32K
|
-2,479
|
-12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$231K
|
-$104K
|
-8,077
|
-31%
|
|
|
22
|
MAS Advisors
Miami,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
23
|
ICA Group Wealth Management
Denver,
Colorado
|
$200K
|
–
|
–
|
–
|
|
|
24
|
Meridian Wealth Management
Lexington,
Kentucky
|
$184K
|
–
|
–
|
–
|
|
|
25
|
|
$154K
|
+$155K
|
+12,000
|
New
|
|
