|
1
|
|
$13.3M
|
+$1.64M
|
+25,780
|
+14%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$12M
|
+$279K
|
+4,398
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.64M
|
+$195K
|
+3,070
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.89M
|
-$150K
|
-2,357
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
-$41.2K
|
-649
|
-1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.66M
|
-$104K
|
-1,646
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.79M
|
+$80K
|
+1,261
|
+3%
|
|
|
8
|
|
$1.77M
|
+$1.77M
|
+27,896
|
New
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.44M
|
-$3.17K
|
-50
|
-0.2%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.34M
|
-$9.2K
|
-145
|
-0.7%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.24M
|
-$31.4K
|
-495
|
-2%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$1.24M
|
+$8.88K
|
+140
|
+0.7%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.2M
|
-$396K
|
-6,241
|
-25%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$1.08M
|
+16,990
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
+$45.3K
|
+714
|
+5%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
+$98.8K
|
+1,558
|
+11%
|
|
|
19
|
Abbot Financial Management
Andover,
Massachusetts
|
$998K
|
-$44.4K
|
-700
|
-4%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$964K
|
+$176K
|
+2,781
|
+22%
|
|
|
21
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$838K
|
–
|
–
|
–
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$818K
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$784K
|
+$46.5K
|
+733
|
+6%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$634K
|
–
|
–
|
–
|
|
|
25
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$609K
|
+$578K
|
+9,115
|
New
|
|
