|
1
|
Bank of America
Charlotte,
North Carolina
|
$95.2M
|
-$1.9M
|
-35,786
|
-2%
|
|
|
2
|
|
$56.6M
|
-$4.3M
|
-81,063
|
-7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$43.9M
|
-$3.7M
|
-69,738
|
-8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43M
|
-$6.78M
|
-127,874
|
-14%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$36.8M
|
+$37.3M
|
+702,938
|
+351,469%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.7M
|
+$1.97M
|
+37,142
|
+8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
+$574K
|
+10,823
|
+3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
-$733K
|
-13,839
|
-6%
|
|
|
9
|
Commerce Bank
Kansas City,
Missouri
|
$12.3M
|
-$227K
|
-4,292
|
-2%
|
|
|
10
|
Polianta Ltd
St Helier,
Jersey
|
$11.7M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.78M
|
+$17.4K
|
+329
|
+0.2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.51M
|
-$134K
|
-2,537
|
-2%
|
|
|
13
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$8.29M
|
-$69.4K
|
-1,310
|
-0.8%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$7.25M
|
+$1.76M
|
+33,172
|
+32%
|
|
|
15
|
TAP Consulting
Kirkwood,
Missouri
|
$7.21M
|
+$862K
|
+16,267
|
+14%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$7.01M
|
+$9.01K
|
+170
|
+0.1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.34M
|
-$4.15M
|
-78,400
|
-40%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$5.84M
|
+$1.08M
|
+20,451
|
+23%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.79M
|
-$1.42M
|
-26,813
|
-20%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$4.35M
|
+$4.35M
|
+82,042
|
New
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.93M
|
+$16K
|
+302
|
+0.4%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.92M
|
+$261K
|
+4,929
|
+7%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$3.67M
|
-$91.5K
|
-1,726
|
-2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$3.65M
|
-$18.1K
|
-341
|
-0.5%
|
|
|
25
|
Theory Financial
Fort Collins,
Colorado
|
$3.38M
|
+$137K
|
+2,583
|
+4%
|
|
