|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$14.1M
|
-$3.01M
|
-81,675
|
-18%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.66M
|
+$638K
|
+17,310
|
+8%
|
|
|
3
|
|
$8.2M
|
+$125K
|
+3,395
|
+2%
|
|
|
4
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7.72M
|
-$114K
|
-3,090
|
-1%
|
|
|
5
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$4.19M
|
+$1.15M
|
+31,275
|
+38%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.49M
|
-$195K
|
-5,280
|
-7%
|
|
|
7
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.11M
|
-$163K
|
-4,410
|
-7%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.97M
|
-$1.64M
|
-44,605
|
-45%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
+$84.2K
|
+2,285
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.94M
|
-$10.3K
|
-280
|
-0.5%
|
|
|
11
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.92M
|
+$276K
|
+7,500
|
+17%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
-$286K
|
-7,770
|
-14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.71M
|
-$509K
|
-13,800
|
-23%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.62M
|
+$11.1K
|
+300
|
+0.7%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$855K
|
-$9.59K
|
-260
|
-1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$847K
|
-$148K
|
-4,015
|
-15%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$837K
|
-$2.95K
|
-80
|
-0.3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$805K
|
-$855K
|
-23,200
|
-51%
|
|
|
19
|
Northeast Financial Consultants
Westport,
Connecticut
|
$769K
|
–
|
–
|
–
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$738K
|
-$49.6K
|
-1,345
|
-6%
|
|
|
21
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$665K
|
-$2.64M
|
-71,550
|
-80%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$645K
|
-$736K
|
-19,960
|
-53%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$614K
|
+$85K
|
+2,305
|
+16%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$611K
|
+$615K
|
+16,680
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$555K
|
-$72.4K
|
-1,965
|
-11%
|
|
