|
1
|
|
$10.4M
|
-$123K
|
-1,524
|
-1%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$8.08M
|
-$17.9K
|
-222
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.87M
|
-$854K
|
-10,564
|
-11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.46M
|
+$131K
|
+1,615
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.7M
|
+$987K
|
+12,215
|
+26%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.69M
|
-$197K
|
-2,441
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
-$611K
|
-7,554
|
-16%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.79M
|
-$620K
|
-7,669
|
-18%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.93M
|
+$404
|
+5
|
+0%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.83M
|
+$37.5K
|
+464
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.69M
|
+$56.7K
|
+702
|
+3%
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$1.6M
|
–
|
–
|
–
|
|
|
13
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.54M
|
–
|
–
|
–
|
|
|
14
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.41M
|
-$8.49K
|
-105
|
-0.6%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$1.31M
|
–
|
–
|
–
|
|
|
16
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.24M
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$616K
|
-7,624
|
-35%
|
|
|
18
|
Abbot Financial Management
Andover,
Massachusetts
|
$984K
|
–
|
–
|
–
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$968K
|
–
|
–
|
–
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$968K
|
+$67.5K
|
+835
|
+7%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$845K
|
+$81
|
+1
|
+0%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$837K
|
+$52.6K
|
+651
|
+7%
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$824K
|
+$840K
|
+10,397
|
New
|
|
|
24
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$758K
|
-$40.4K
|
-500
|
-5%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$743K
|
+$45.5K
|
+563
|
+6%
|
|
