|
1
|
|
$28.9M
|
-$4.33M
|
-171,480
|
-14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
-$1.36M
|
-53,780
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23M
|
-$1.34M
|
-53,115
|
-6%
|
|
|
4
|
Bank of Stockton
Stockton,
California
|
$16.2M
|
+$836K
|
+33,060
|
+6%
|
|
|
5
|
Paracle Advisors
Mercer Island,
Washington
|
$15.3M
|
+$2.4M
|
+94,815
|
+20%
|
|
|
6
|
Forte Capital
Rochester,
New York
|
$13.3M
|
-$375K
|
-14,850
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
-$1.94M
|
-76,645
|
-13%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10.4M
|
-$584K
|
-23,120
|
-6%
|
|
|
9
|
Ken Stern & Associates
San Diego,
California
|
$9.9M
|
+$603K
|
+23,865
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.49M
|
-$2.36M
|
-93,170
|
-21%
|
|
|
11
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.93M
|
-$1.63M
|
-64,300
|
-16%
|
|
|
12
|
|
$8.63M
|
+$4.49M
|
+177,535
|
+120%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.55M
|
+$69K
|
+2,730
|
+0.9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.88M
|
+$276K
|
+10,930
|
+4%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$6.64M
|
+$278K
|
+10,995
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
-$687K
|
-27,175
|
-10%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.95M
|
+$633K
|
+25,025
|
+20%
|
|
|
18
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.46M
|
-$41K
|
-1,620
|
-1%
|
|
|
19
|
SG Americas Securities
New York
|
$3.11M
|
–
|
–
|
–
|
|
|
20
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.02M
|
-$1.14K
|
-45
|
-0%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.96M
|
-$655K
|
-25,900
|
-19%
|
|
|
22
|
Citizens Business Bank
Ontario,
California
|
$2.43M
|
-$54K
|
-2,135
|
-2%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.43M
|
+$2.31M
|
+91,575
|
New
|
|
|
24
|
American International Group
New York
|
$2.31M
|
+$108K
|
+4,255
|
+5%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$1.95M
|
+$73.1K
|
+2,890
|
+4%
|
|
