|
1
|
LPL Financial
San Diego,
California
|
$4.92M
|
-$861K
|
-39,769
|
-14%
|
|
|
2
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.45M
|
+$233K
|
+10,769
|
+7%
|
|
|
3
|
|
$3.43M
|
+$74.6K
|
+3,444
|
+2%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$2.73M
|
-$24.7K
|
-1,140
|
-0.8%
|
|
|
5
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.43M
|
–
|
–
|
–
|
|
|
6
|
Colorado Capital Management
Boulder,
Colorado
|
$2.09M
|
-$72.7K
|
-3,360
|
-3%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
+$667K
|
+30,802
|
+57%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.6M
|
+$13.4K
|
+618
|
+0.8%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.4M
|
-$135K
|
-6,247
|
-8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
+$16.1K
|
+743
|
+1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.25M
|
+$50.2K
|
+2,320
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.23M
|
+$297K
|
+13,706
|
+28%
|
|
|
13
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.21M
|
-$4.61K
|
-213
|
-0.3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1M
|
-$34.6K
|
-1,599
|
-3%
|
|
|
15
|
Parsec Financial Management
Asheville,
North Carolina
|
$980K
|
-$35.9K
|
-1,658
|
-3%
|
|
|
16
|
Financial Engines Advisors
Santa Clara,
California
|
$980K
|
+$99.8K
|
+4,609
|
+10%
|
|
|
17
|
Pathstone Family Office
Englewood,
New Jersey
|
$898K
|
+$5.22K
|
+241
|
+0.5%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$897K
|
-$10.6K
|
-491
|
-1%
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$890K
|
+$394K
|
+18,200
|
+67%
|
|
|
20
|
|
$864K
|
+$238K
|
+11,001
|
+33%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$722K
|
-$243K
|
-11,224
|
-23%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$599K
|
-$105K
|
-4,865
|
-14%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$565K
|
+$149K
|
+6,875
|
+31%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$540K
|
+$15.2K
|
+702
|
+3%
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$416K
|
-$135K
|
-6,243
|
-23%
|
|
