|
1
|
Brio Consultants
San Francisco,
California
|
$4.15M
|
+$4.35M
|
+54,314
|
New
|
|
|
2
|
|
$3.83M
|
+$4.02M
|
+50,172
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.17M
|
+$244K
|
+3,045
|
+25%
|
|
|
4
|
|
$726K
|
-$105K
|
-1,310
|
-12%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$687K
|
+$26.8K
|
+335
|
+4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$509K
|
-$12K
|
-150
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$425K
|
+$45K
|
+562
|
+11%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$403K
|
+$104K
|
+1,303
|
+33%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$364K
|
-$51.9K
|
-648
|
-12%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$267K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$206K
|
+$216K
|
+2,699
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$85K
|
+$56.7K
|
+707
|
+174%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76K
|
-$6.33K
|
-79
|
-7%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$59K
|
-$6.41K
|
-80
|
-9%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$23K
|
+$24K
|
+300
|
New
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$22K
|
+$24K
|
+300
|
New
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
18
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$20K
|
+$80
|
+1
|
+0.4%
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
+$4.01K
|
+50
|
New
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$2.07M
|
-40,108
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$429K
|
-5,272
|
Closed
|
|
|
22
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$210K
|
-2,589
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$160
|
+2
|
New
|
|
