|
1
|
|
$8.62M
|
+$114K
|
+2,902
|
+1%
|
|
|
2
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.09M
|
-$153K
|
-3,913
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.74M
|
+$86.9K
|
+2,219
|
+1%
|
|
|
4
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$6.26M
|
+$458K
|
+11,689
|
+8%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$6.07M
|
-$2.6M
|
-66,287
|
-31%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.96M
|
+$749K
|
+19,125
|
+19%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$783
|
+20
|
+0%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$174K
|
+4,433
|
+9%
|
|
|
9
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.09M
|
-$231K
|
-5,908
|
-10%
|
|
|
10
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.08M
|
-$78.3K
|
-2,000
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
-$43.6K
|
-1,112
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
-$313K
|
-7,978
|
-15%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.87M
|
-$418K
|
-10,681
|
-20%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$203K
|
+5,185
|
+17%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$943K
|
–
|
–
|
–
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$919K
|
+$120K
|
+3,069
|
+16%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$905K
|
+$39
|
+1
|
+0%
|
|
|
18
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$902K
|
-$205K
|
-5,240
|
-19%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$892K
|
-$167K
|
-4,271
|
-16%
|
|
|
20
|
Northeast Financial Consultants
Westport,
Connecticut
|
$866K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$815K
|
-$174K
|
-4,438
|
-18%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$695K
|
+$1.25K
|
+32
|
+0.2%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$639K
|
+$823
|
+21
|
+0.1%
|
|
|
24
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$634K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$614K
|
-$593K
|
-15,129
|
-50%
|
|
