|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17.9M
|
+$13.8M
|
+702,425
|
New
|
|
|
2
|
|
$3.73M
|
+$826K
|
+41,921
|
+29%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.25M
|
-$54.3K
|
-2,757
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.22M
|
+$105K
|
+5,337
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
+$405K
|
+20,534
|
+55%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.02M
|
+$291K
|
+14,772
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$614K
|
+$51.7K
|
+2,625
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$606K
|
-$133K
|
-6,728
|
-18%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$581K
|
+$222K
|
+11,281
|
+64%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$483K
|
+$591
|
+30
|
+0.1%
|
|
|
11
|
BOK Financial
Tulsa,
Oklahoma
|
$462K
|
+$59.1K
|
+3,000
|
+15%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$443K
|
+$45K
|
+2,282
|
+12%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$401K
|
-$5.02K
|
-255
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$363K
|
+$64.9K
|
+3,292
|
+22%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$358K
|
-$26.1K
|
-1,324
|
-7%
|
|
|
16
|
Rikoon Group
Santa Fe,
New Mexico
|
$308K
|
+$19.5K
|
+990
|
+7%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$304K
|
-$542K
|
-27,507
|
-64%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$264K
|
–
|
–
|
–
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$257K
|
–
|
–
|
–
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$254K
|
–
|
–
|
–
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$171K
|
+$14.5K
|
+738
|
+10%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$120K
|
+$65.1K
|
+3,302
|
+123%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$106K
|
+$104K
|
+5,285
|
New
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$74K
|
+$73.5K
|
+3,728
|
New
|
|
