|
1
|
|
$15.9M
|
-$180K
|
-2,882
|
-1%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$13.9M
|
+$1.64M
|
+26,293
|
+13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.27M
|
+$32.9K
|
+527
|
+0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.81M
|
+$186K
|
+2,979
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.2M
|
+$421K
|
+6,745
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.44M
|
+$90.4K
|
+1,449
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.25M
|
-$355K
|
-5,691
|
-10%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.75M
|
+$474K
|
+7,599
|
+36%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.41M
|
+$12.5K
|
+200
|
+0.9%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.28M
|
–
|
–
|
–
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.11M
|
-$15.2K
|
-243
|
-1%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$1.1M
|
-$45.2K
|
-725
|
-4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$58.8K
|
+943
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
+$44.6K
|
+715
|
+4%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.01M
|
–
|
–
|
–
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$951K
|
+$21.2K
|
+340
|
+2%
|
|
|
18
|
Abbot Financial Management
Andover,
Massachusetts
|
$950K
|
-$14K
|
-225
|
-1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$900K
|
+$233K
|
+3,733
|
+34%
|
|
|
20
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$785K
|
-$27.5K
|
-440
|
-3%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$762K
|
-$244K
|
-3,914
|
-24%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$749K
|
+$31.6K
|
+507
|
+4%
|
|
|
23
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$737K
|
-$37.4K
|
-600
|
-5%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$670K
|
+$235K
|
+3,761
|
+52%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$613K
|
–
|
–
|
–
|
|
