|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$22.9M
|
-$1.08M
|
-26,200
|
-4%
|
|
|
2
|
|
$8.81M
|
-$2.79M
|
-67,655
|
-24%
|
|
|
3
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.75M
|
-$143K
|
-3,475
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.76M
|
-$4.49M
|
-108,825
|
-40%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.75M
|
+$377K
|
+9,130
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
+$117K
|
+2,845
|
+3%
|
|
|
7
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.79M
|
-$13.4K
|
-325
|
-0.3%
|
|
|
8
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$3.39M
|
+$1.68M
|
+40,805
|
+96%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
+$41.9K
|
+1,015
|
+2%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.53M
|
+$16.3K
|
+395
|
+0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
-$358K
|
-8,680
|
-12%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.39M
|
-$60K
|
-1,455
|
-2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
-$22.9K
|
-555
|
-1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.22M
|
-$7.84K
|
-190
|
-0.3%
|
|
|
15
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.03M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
-$23.5K
|
-570
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.15M
|
+$125K
|
+3,040
|
+12%
|
|
|
18
|
Intrua Financial
Houston,
Texas
|
$1.14M
|
-$102K
|
-2,480
|
-8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$950K
|
-$1.01M
|
-24,490
|
-51%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$935K
|
–
|
–
|
–
|
|
|
21
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$922K
|
-$91.2K
|
-2,210
|
-9%
|
|
|
22
|
Northeast Financial Consultants
Westport,
Connecticut
|
$856K
|
–
|
–
|
–
|
|
|
23
|
Pacific Sun Financial
Los Angeles,
California
|
$783K
|
-$10.3K
|
-250
|
-1%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$740K
|
+$749K
|
+18,160
|
New
|
|
|
25
|
Forte Capital
Rochester,
New York
|
$733K
|
–
|
–
|
–
|
|
