|
1
|
|
$16.5M
|
+$3.42M
|
+53,095
|
+25%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$12.6M
|
+$822K
|
+12,764
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.36M
|
-$214K
|
-3,318
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.74M
|
-$97.6K
|
-1,514
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.88M
|
+$136K
|
+2,106
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.69M
|
+$956K
|
+14,840
|
+34%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.43M
|
-$192K
|
-2,972
|
-5%
|
|
|
8
|
|
$2M
|
+$250K
|
+3,882
|
+14%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.43M
|
+$6.77K
|
+105
|
+0.5%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.31M
|
+$128K
|
+1,987
|
+10%
|
|
|
11
|
Institute for Wealth Management
Denver,
Colorado
|
$1.31M
|
-$17.5K
|
-271
|
-1%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$1.17M
|
-$57K
|
-885
|
-5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.15M
|
-$73.5K
|
-1,141
|
-6%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$1.04M
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$24.6K
|
+382
|
+2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
-$41.4K
|
-643
|
-4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
-$6.12K
|
-95
|
-0.6%
|
|
|
19
|
Abbot Financial Management
Andover,
Massachusetts
|
$987K
|
–
|
–
|
–
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$953K
|
–
|
–
|
–
|
|
|
21
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$832K
|
+$3.22K
|
+50
|
+0.4%
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$793K
|
-$16.1K
|
-250
|
-2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$735K
|
-$41K
|
-636
|
-5%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$687K
|
+$162K
|
+2,518
|
+30%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$627K
|
–
|
–
|
–
|
|
