|
1
|
WBI Investments
Red Bank,
New Jersey
|
$12.6M
|
+$12.4M
|
+234,700
|
New
|
|
|
2
|
Venturi Wealth Management
Austin,
Texas
|
$3.93M
|
+$716K
|
+13,561
|
+23%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.59M
|
+$307K
|
+5,815
|
+10%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.45M
|
+$2.12M
|
+40,057
|
+166%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.88M
|
+$883K
|
+16,729
|
+45%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.03M
|
+$691K
|
+13,083
|
+53%
|
|
|
7
|
|
$1.56M
|
-$959K
|
-18,159
|
-38%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
+$503K
|
+9,518
|
+76%
|
|
|
9
|
|
$880K
|
+$38.8K
|
+735
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$751K
|
-$2.27M
|
-42,974
|
-76%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$674K
|
+$113K
|
+2,146
|
+21%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$433K
|
+$112K
|
+2,119
|
+36%
|
|
|
13
|
Snowden Capital Advisors
New York
|
$407K
|
–
|
–
|
–
|
|
|
14
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$371K
|
–
|
–
|
–
|
|
|
15
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$367K
|
-$11.6K
|
-220
|
-3%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$327K
|
+$324K
|
+6,127
|
New
|
|
|
17
|
Bank of the West
Monterey Park,
California
|
$265K
|
+$260K
|
+4,932
|
New
|
|
|
18
|
|
$140K
|
-$10.6K
|
-200
|
-7%
|
|
|
19
|
|
$117K
|
-$25.3K
|
-480
|
-18%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$83K
|
-$46.8K
|
-886
|
-36%
|
|
|
21
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$83K
|
+$10.1K
|
+191
|
+14%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$75K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$55K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$41K
|
+$2.48K
|
+47
|
+7%
|
|
