|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$26.5M
|
+$26.1M
|
+584,880
|
New
|
|
|
2
|
|
$13.2M
|
-$112K
|
-2,505
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$2.23M
|
+50,130
|
+26%
|
|
|
4
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$9.7M
|
-$183K
|
-4,105
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.75M
|
+$181K
|
+4,065
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.64M
|
+$331K
|
+7,430
|
+8%
|
|
|
7
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.34M
|
+$4.27M
|
+95,805
|
New
|
|
|
8
|
IMC Chicago
Chicago,
Illinois
|
$3.81M
|
+$1.06M
|
+23,670
|
+39%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
-$73.5K
|
-1,650
|
-2%
|
|
|
10
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.71M
|
+$2.61M
|
+58,615
|
+4,805%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.7M
|
-$156K
|
-3,500
|
-6%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.68M
|
+$1.34K
|
+30
|
+0.1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.64M
|
-$42.6K
|
-955
|
-2%
|
|
|
14
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.25M
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
+$528K
|
+11,845
|
+37%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.75M
|
+$112K
|
+2,520
|
+7%
|
|
|
17
|
|
$1.72M
|
-$223
|
-5
|
-0%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.2M
|
+$3.34K
|
+75
|
+0.3%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.18M
|
-$40.8K
|
-915
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
+$32.1K
|
+720
|
+3%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$1.04M
|
-$11.1K
|
-250
|
-1%
|
|
|
22
|
Northeast Financial Consultants
Westport,
Connecticut
|
$952K
|
–
|
–
|
–
|
|
|
23
|
Quest Capital Management
Dallas,
Texas
|
$838K
|
-$1.11K
|
-25
|
-0.1%
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$825K
|
+$361K
|
+8,095
|
+80%
|
|
|
25
|
Forte Capital
Rochester,
New York
|
$745K
|
-$5.57K
|
-125
|
-0.8%
|
|
