|
1
|
|
$11M
|
+$2.73M
|
+35,317
|
+36%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$8.4M
|
+$1.32M
|
+17,112
|
+20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.99M
|
+$357K
|
+4,617
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
-$361K
|
-4,664
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.07M
|
+$140K
|
+1,813
|
+3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.87M
|
-$22.4K
|
-289
|
-0.6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.85M
|
-$25.5K
|
-330
|
-0.7%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$3.52M
|
-$250K
|
-3,228
|
-7%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2M
|
+$7.35K
|
+95
|
+0.4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.86M
|
+$52.6K
|
+680
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
-$239K
|
-3,089
|
-12%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.7M
|
+$72.5K
|
+937
|
+5%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.67M
|
-$38.7K
|
-500
|
-2%
|
|
|
14
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
15
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.47M
|
-$32.9K
|
-425
|
-2%
|
|
|
16
|
Q3 Asset Management
Birmingham,
Michigan
|
$1.43M
|
+$1.35M
|
+17,429
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$1.36M
|
–
|
–
|
–
|
|
|
18
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.29M
|
–
|
–
|
–
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$1.22M
|
+$2.32K
|
+30
|
+0.2%
|
|
|
20
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.02M
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1M
|
+$77
|
+1
|
+0%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$935K
|
-$41.2K
|
-532
|
-4%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$876K
|
+$51.5K
|
+666
|
+7%
|
|
|
24
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$827K
|
+$23.1K
|
+298
|
+3%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$815K
|
+$142K
|
+1,837
|
+23%
|
|
