|
1
|
|
$13.9M
|
+$1.1M
|
+16,881
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.28M
|
+$911K
|
+14,003
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.63M
|
+$657K
|
+10,104
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.18M
|
+$579K
|
+8,904
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.82M
|
-$1.53M
|
-23,491
|
-24%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.71M
|
-$2.36M
|
-36,200
|
-39%
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$3.5M
|
-$16.1M
|
-247,197
|
-82%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.61M
|
+$818K
|
+12,564
|
+45%
|
|
|
9
|
Equitable Holdings
New York
|
$2.33M
|
+$2.34M
|
+36,015
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.77M
|
+$929K
|
+14,271
|
+109%
|
|
|
11
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.59M
|
+$120K
|
+1,851
|
+8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52M
|
+$396K
|
+6,084
|
+35%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.36M
|
+$10.8K
|
+166
|
+0.8%
|
|
|
14
|
One Capital Management
Westlake Village,
California
|
$1.25M
|
-$34.7K
|
-534
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.23M
|
+$138K
|
+2,118
|
+13%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.09M
|
+$19.5K
|
+300
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$18.2K
|
+279
|
+2%
|
|
|
18
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$998K
|
+$41.5K
|
+637
|
+4%
|
|
|
19
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$951K
|
+$163K
|
+2,509
|
+21%
|
|
|
20
|
Abbot Financial Management
Andover,
Massachusetts
|
$938K
|
-$32.5K
|
-500
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$897K
|
+$16.7K
|
+256
|
+2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$893K
|
+$260
|
+4
|
+0%
|
|
|
23
|
Penobscot Investment Management
Boston,
Massachusetts
|
$770K
|
+$48.8K
|
+750
|
+7%
|
|
|
24
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$730K
|
-$91.4K
|
-1,404
|
-11%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$678K
|
–
|
–
|
–
|
|
