|
1
|
|
$13.3M
|
+$1.38M
|
+16,719
|
+13%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$9.35M
|
+$194K
|
+2,356
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.28M
|
+$460K
|
+5,582
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.1M
|
-$72.4K
|
-879
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.14M
|
-$165K
|
-2,000
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.53M
|
-$728K
|
-8,841
|
-15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.46M
|
-$61.3K
|
-744
|
-2%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.84M
|
-$294K
|
-3,574
|
-10%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.31M
|
+$216K
|
+2,621
|
+11%
|
|
|
10
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.07M
|
-$103K
|
-1,250
|
-5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.99M
|
+$73.1K
|
+888
|
+4%
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$1.81M
|
-$4.12K
|
-50
|
-0.2%
|
|
|
13
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.74M
|
–
|
–
|
–
|
|
|
14
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.59M
|
-$2.47K
|
-30
|
-0.2%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$1.48M
|
–
|
–
|
–
|
|
|
16
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.23M
|
-$159K
|
-1,929
|
-12%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
-$88.8K
|
-1,078
|
-8%
|
|
|
18
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.1M
|
-$16.5K
|
-200
|
-2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.06M
|
-$32.9K
|
-400
|
-3%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$976K
|
-$109K
|
-1,326
|
-11%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$957K
|
+$494
|
+6
|
+0.1%
|
|
|
22
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$929K
|
-$2.8K
|
-34
|
-0.3%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$914K
|
+$189K
|
+2,297
|
+29%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$905K
|
-$39.2K
|
-476
|
-5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$864K
|
+$68.1K
|
+827
|
+9%
|
|
