|
1
|
Bank of America
Charlotte,
North Carolina
|
$78.4M
|
-$1.77M
|
-35,479
|
-2%
|
|
|
2
|
|
$52M
|
+$4.3M
|
+86,213
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39M
|
+$1.11M
|
+22,175
|
+3%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$28.4M
|
-$2.89M
|
-57,913
|
-9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.1M
|
+$6.86M
|
+137,514
|
+35%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21.5M
|
-$1.83M
|
-36,628
|
-7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.6M
|
-$24.5M
|
-491,145
|
-64%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.8M
|
-$380K
|
-7,621
|
-3%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$11M
|
+$5.59M
|
+111,926
|
+87%
|
|
|
10
|
Polianta Ltd
St Helier,
Jersey
|
$10.1M
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.65M
|
+$688K
|
+13,790
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.02M
|
+$1.18M
|
+23,653
|
+14%
|
|
|
13
|
WealthSpring Partners
Long Beach,
California
|
$8.27M
|
+$9.02M
|
+180,801
|
New
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$7.13M
|
-$2.07M
|
-41,397
|
-21%
|
|
|
15
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$7.1M
|
-$62.6K
|
-1,255
|
-0.8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.97M
|
-$559K
|
-11,198
|
-7%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$6.36M
|
-$6.89K
|
-138
|
-0.1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.05M
|
+$940K
|
+18,834
|
+17%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$6.05M
|
+$25K
|
+501
|
+0.4%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$5.92M
|
+$4.17M
|
+83,491
|
+182%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.79M
|
+$1.38M
|
+27,576
|
+36%
|
|
|
22
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.42M
|
-$3.49M
|
-69,841
|
Closed
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$3.39M
|
+$34.9K
|
+700
|
+1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.27M
|
+$1.04M
|
+20,805
|
+41%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.08M
|
+$72.6K
|
+1,454
|
+2%
|
|
