|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.5M
|
-$3.32M
|
-90,110
|
-23%
|
|
|
2
|
|
$8.06M
|
-$643K
|
-17,420
|
-8%
|
|
|
3
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.02M
|
-$212K
|
-5,740
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.82M
|
-$3.23M
|
-87,545
|
-37%
|
|
|
5
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$5.16M
|
+$649K
|
+17,585
|
+15%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.84M
|
+$1.12M
|
+30,405
|
+45%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.23M
|
+$359K
|
+9,725
|
+21%
|
|
|
8
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.21M
|
-$31.4K
|
-850
|
-1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.14M
|
+$66.9K
|
+1,815
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.11M
|
+$369K
|
+10,000
|
+23%
|
|
|
11
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.05M
|
-$738
|
-20
|
-0%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.01M
|
-$65.3K
|
-1,770
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.01M
|
-$54K
|
-1,465
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
+$97.6K
|
+2,645
|
+6%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
+$916K
|
+24,840
|
+141%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$107K
|
+2,900
|
+12%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$912K
|
+$7.56K
|
+205
|
+0.9%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$893K
|
–
|
–
|
–
|
|
|
19
|
Northeast Financial Consultants
Westport,
Connecticut
|
$820K
|
–
|
–
|
–
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$792K
|
+$4.61K
|
+125
|
+0.6%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$763K
|
+$2.98M
|
+80,865
|
+482%
|
|
|
22
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$712K
|
+$712K
|
+19,305
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$649K
|
-$197K
|
-5,345
|
-24%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$601K
|
+$8.48K
|
+230
|
+2%
|
|
|
25
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$600K
|
-$103K
|
-2,785
|
-15%
|
|
