|
1
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$8.05M
|
+$327K
|
+5,820
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.44M
|
-$1.06M
|
-18,865
|
-11%
|
|
|
3
|
|
$7.01M
|
+$2.09M
|
+37,174
|
+35%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.98M
|
-$1.48M
|
-26,396
|
-18%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.46M
|
+$633K
|
+11,277
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.11M
|
-$564K
|
-10,035
|
-9%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$3.38M
|
+$1.53M
|
+27,252
|
+65%
|
|
|
8
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$3.15M
|
+$585K
|
+10,420
|
+19%
|
|
|
9
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.88M
|
-$50K
|
-890
|
-1%
|
|
|
10
|
Darwin Wealth Management
Tampa,
Florida
|
$2.16M
|
+$788K
|
+14,037
|
+52%
|
|
|
11
|
NTV Asset Management
Charleston,
West Virginia
|
$1.63M
|
-$131K
|
-2,340
|
-7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
-$741K
|
-13,200
|
-29%
|
|
|
13
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$1.31M
|
-$693K
|
-12,347
|
-32%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$1.31M
|
+$89.2K
|
+1,588
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
-$323K
|
-5,743
|
-19%
|
|
|
16
|
|
$1.14M
|
+$857K
|
+15,258
|
+193%
|
|
|
17
|
|
$983K
|
+$30.8K
|
+549
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$890K
|
-$207K
|
-3,689
|
-17%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$886K
|
+$65.4K
|
+1,164
|
+7%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$738K
|
-$21.8K
|
-388
|
-3%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$709K
|
+$65.3K
|
+1,163
|
+9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$665K
|
+$222K
|
+3,956
|
+41%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$640K
|
-$354K
|
-6,300
|
-33%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$623K
|
+$12.1K
|
+216
|
+2%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$620K
|
+$709K
|
+12,621
|
New
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