|
1
|
|
$18.6M
|
+$258K
|
+5,129
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$340K
|
+6,774
|
+2%
|
|
|
3
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$9.85M
|
-$1.96K
|
-39
|
-0%
|
|
|
4
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$9.38M
|
-$83.5K
|
-1,661
|
-0.8%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.91M
|
-$504K
|
-10,034
|
-9%
|
|
|
6
|
Marshall Investment Management
Littleton,
Colorado
|
$4.83M
|
+$4.93M
|
+98,166
|
New
|
|
|
7
|
|
$3.85M
|
+$3.25M
|
+64,670
|
+436%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.46M
|
+$1.19M
|
+23,755
|
+50%
|
|
|
9
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.92M
|
+$3.17K
|
+63
|
+0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$324K
|
-6,448
|
-10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.66M
|
+$105K
|
+2,089
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.55M
|
+$90.2K
|
+1,795
|
+4%
|
|
|
13
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.3M
|
–
|
–
|
–
|
|
|
14
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$2.22M
|
-$39K
|
-775
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.52M
|
+$118K
|
+2,356
|
+8%
|
|
|
16
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.51M
|
-$131K
|
-2,615
|
-8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.46M
|
+$201K
|
+4,004
|
+15%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
-$3.55M
|
-70,629
|
-72%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$191K
|
+3,792
|
+18%
|
|
|
20
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$1.15M
|
+$1.19M
|
+23,702
|
New
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$1.14M
|
+$1.18M
|
+23,546
|
New
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$1.11M
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$1.1M
|
-$14.2K
|
-283
|
-1%
|
|
|
24
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.02M
|
–
|
–
|
–
|
|
|
25
|
Matrix Trust Company
Denver,
Colorado
|
$971K
|
+$860K
|
+17,116
|
+581%
|
|
