|
1
|
|
$6.85M
|
-$6.3M
|
-93,187
|
-49%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.48M
|
+$1.07M
|
+15,792
|
+21%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$5.95M
|
+$5.75M
|
+85,095
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.03M
|
-$267K
|
-3,958
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.19M
|
+$98.2K
|
+1,453
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.31M
|
-$1.65M
|
-24,474
|
-34%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.3M
|
-$1.66M
|
-24,543
|
-34%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$3.22M
|
-$14.1M
|
-208,035
|
-82%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
-$157K
|
-2,325
|
-9%
|
|
|
10
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.7M
|
+$2.03K
|
+30
|
+0.1%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.54M
|
+$108K
|
+1,597
|
+8%
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$1.45M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
+$95.1K
|
+1,408
|
+8%
|
|
|
14
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
15
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.28M
|
-$3.38K
|
-50
|
-0.3%
|
|
|
16
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$1.15M
|
–
|
–
|
–
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$1.03M
|
-$37.5K
|
-555
|
-4%
|
|
|
19
|
Abbot Financial Management
Andover,
Massachusetts
|
$868K
|
-$20.3K
|
-300
|
-2%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$854K
|
–
|
–
|
–
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$833K
|
-$231K
|
-3,417
|
-22%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$713K
|
-$178K
|
-2,630
|
-20%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$699K
|
–
|
–
|
–
|
|
|
24
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$683K
|
-$47.3K
|
-700
|
-7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$646K
|
-$1.76K
|
-26
|
-0.3%
|
|
