|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$27.1M
|
-$125K
|
-2,700
|
-0.5%
|
|
|
2
|
|
$13.1M
|
-$392K
|
-8,480
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$229K
|
+4,945
|
+2%
|
|
|
4
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$10.1M
|
-$231
|
-5
|
-0%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.08M
|
-$85.8K
|
-1,855
|
-1%
|
|
|
6
|
IMC Chicago
Chicago,
Illinois
|
$5.49M
|
+$738K
|
+15,960
|
+15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.73M
|
-$30.3K
|
-655
|
-0.6%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.3M
|
-$90.2K
|
-1,950
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.25M
|
+$167K
|
+3,610
|
+5%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.85M
|
+$2.86M
|
+61,765
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.82M
|
-$26.1K
|
-565
|
-0.9%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.77M
|
+$42.5K
|
+920
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.62M
|
-$32.1K
|
-695
|
-1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
+$25.9K
|
+560
|
+1%
|
|
|
15
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.29M
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.2M
|
+$627K
|
+13,565
|
+40%
|
|
|
17
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.96M
|
+$1.96M
|
+42,435
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.45M
|
+$386K
|
+8,345
|
+36%
|
|
|
19
|
Intrua Financial
Houston,
Texas
|
$1.4M
|
+$1.41M
|
+30,415
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.16M
|
+$6.71K
|
+145
|
+0.6%
|
|
|
21
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.15M
|
–
|
–
|
–
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$1.06M
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$971K
|
-$939K
|
-20,305
|
-49%
|
|
|
24
|
Northeast Financial Consultants
Westport,
Connecticut
|
$968K
|
–
|
–
|
–
|
|
|
25
|
Pacific Sun Financial
Los Angeles,
California
|
$898K
|
-$83.5K
|
-1,805
|
-8%
|
|
