|
1
|
|
$13.1M
|
-$4.04M
|
-84,416
|
-22%
|
|
|
2
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$8.99M
|
+$544K
|
+11,382
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.84M
|
-$5.09M
|
-106,364
|
-35%
|
|
|
4
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.49M
|
-$465K
|
-9,720
|
-5%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.88M
|
-$616K
|
-12,877
|
-13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.06M
|
-$74.2K
|
-1,552
|
-2%
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.92M
|
-$4.78K
|
-100
|
-0.2%
|
|
|
8
|
|
$2.86M
|
+$2.16M
|
+45,203
|
+226%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.47M
|
+$26.3K
|
+550
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.42M
|
+$19.1K
|
+399
|
+0.7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.4M
|
+$1.31M
|
+27,400
|
+100%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
-$58.8K
|
-1,229
|
-2%
|
|
|
13
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.08M
|
–
|
–
|
–
|
|
|
14
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$2M
|
-$3.73K
|
-78
|
-0.2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.93M
|
+$596K
|
+12,456
|
+40%
|
|
|
16
|
|
$1.41M
|
-$2.26M
|
-47,321
|
-60%
|
|
|
17
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.32M
|
-$44.7K
|
-935
|
-3%
|
|
|
18
|
Integrity Alliance
Urbandale,
Iowa
|
$1.31M
|
+$1.43M
|
+29,878
|
New
|
|
|
19
|
Matrix Trust Company
Denver,
Colorado
|
$1.29M
|
+$447K
|
+9,348
|
+47%
|
|
|
20
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$1.27M
|
+$610K
|
+12,756
|
+92%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
-$142K
|
-2,962
|
-10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$5.12K
|
+107
|
+0.4%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$1.03M
|
+$27K
|
+565
|
+2%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$996K
|
-$39.8K
|
-832
|
-4%
|
|
|
25
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$989K
|
-$11.7K
|
-245
|
-1%
|
|
