|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$16.7M
|
+$17.1M
|
+466,510
|
New
|
|
|
2
|
|
$7.9M
|
+$98.9K
|
+2,700
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.85M
|
+$2.54M
|
+69,460
|
+46%
|
|
|
4
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7.66M
|
-$30.8K
|
-840
|
-0.4%
|
|
|
5
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.52M
|
+$1.51M
|
+41,230
|
+72%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.21M
|
+$1.47K
|
+40
|
+0%
|
|
|
7
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$2.98M
|
-$1.03M
|
-28,145
|
-25%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.62M
|
+$753K
|
+20,565
|
+39%
|
|
|
9
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.22M
|
+$35.2K
|
+960
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.16M
|
-$52.4K
|
-1,430
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
-$376K
|
-10,265
|
-16%
|
|
|
12
|
IMC Chicago
Chicago,
Illinois
|
$1.94M
|
-$2.91M
|
-79,395
|
-59%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.9M
|
-$29.3K
|
-800
|
-1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.81M
|
-$289K
|
-7,885
|
-13%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.62M
|
+$155K
|
+4,235
|
+10%
|
|
|
16
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.61M
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
-$722K
|
-19,700
|
-31%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$873K
|
+23,840
|
+174%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$972K
|
+$19K
|
+520
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$846K
|
-$107K
|
-2,935
|
-11%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$821K
|
–
|
–
|
–
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$770K
|
-$9.16K
|
-250
|
-1%
|
|
|
23
|
Northeast Financial Consultants
Westport,
Connecticut
|
$752K
|
–
|
–
|
–
|
|
|
24
|
|
$747K
|
-$789K
|
-21,540
|
-51%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$613K
|
-$57.1K
|
-1,560
|
-8%
|
|
