|
1
|
Axim Planning & Wealth
Springboro,
Ohio
|
$54.8M
|
+$47.5M
|
+1,681,195
|
New
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$24.9M
|
+$4.66M
|
+165,000
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$155K
|
+5,477
|
+1%
|
|
|
4
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.31M
|
+$52.1K
|
+1,847
|
+2%
|
|
|
5
|
Pasadena Private Wealth
Pasadena,
California
|
$3.1M
|
+$2.69M
|
+95,173
|
New
|
|
|
6
|
|
$2.72M
|
-$728K
|
-25,783
|
-24%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$2.52M
|
+$92K
|
+3,259
|
+4%
|
|
|
8
|
IHT Wealth Management
Chicago,
Illinois
|
$2.17M
|
+$792K
|
+28,071
|
+73%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.01M
|
+$158K
|
+5,590
|
+10%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.43M
|
+$1.23M
|
+43,468
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.3M
|
+$57.9K
|
+2,052
|
+6%
|
|
|
12
|
|
$1.08M
|
+$640K
|
+22,689
|
+218%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$951K
|
-$20.2K
|
-714
|
-2%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$732K
|
+$634K
|
+22,468
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$636K
|
-$59.5K
|
-2,109
|
-10%
|
|
|
16
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$580K
|
+$503K
|
+17,806
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$525K
|
+$5.7K
|
+202
|
+1%
|
|
|
18
|
|
$466K
|
-$5.11K
|
-181
|
-1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$436K
|
-$165K
|
-5,847
|
-30%
|
|
|
20
|
LGL Partners
Philadelphia,
Pennsylvania
|
$409K
|
+$354K
|
+12,544
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$385K
|
-$256K
|
-9,059
|
-43%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$352K
|
+$16.9K
|
+598
|
+6%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$342K
|
–
|
–
|
–
|
|
|
24
|
Pacific Center for Financial Services
San Ramon,
California
|
$248K
|
–
|
–
|
–
|
|
|
25
|
|
$246K
|
+$213K
|
+7,555
|
New
|
|
