|
1
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
+$449K
|
+12,899
|
+2%
|
|
|
2
|
|
$14.6M
|
+$416K
|
+11,936
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
-$6.83M
|
-196,129
|
-40%
|
|
|
4
|
Beacon Trust
Morristown,
New Jersey
|
$6.76M
|
+$60.5K
|
+1,736
|
+0.9%
|
|
|
5
|
|
$5.03M
|
+$501K
|
+14,395
|
+12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.78M
|
-$265K
|
-7,600
|
-5%
|
|
|
7
|
|
$4.21M
|
+$10.8K
|
+310
|
+0.3%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$4.18M
|
+$73.1K
|
+2,100
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4M
|
-$34.4K
|
-988
|
-0.9%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.9M
|
–
|
–
|
–
|
|
|
11
|
Madison Investment Holdings
Madison,
Wisconsin
|
$3.35M
|
+$111K
|
+3,173
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.37M
|
+$295K
|
+8,470
|
+15%
|
|
|
13
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.41M
|
+$2.19K
|
+63
|
+0.2%
|
|
|
14
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$1.28M
|
+$98K
|
+2,814
|
+9%
|
|
|
15
|
Reinhart Partners
Mequon,
Wisconsin
|
$835K
|
-$137K
|
-3,924
|
-15%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$768K
|
+$734K
|
+21,062
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$468K
|
+$19.8K
|
+568
|
+5%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$459K
|
+$147K
|
+4,225
|
+50%
|
|
|
19
|
Concert Wealth Management
San Jose,
California
|
$247K
|
+$35
|
+1
|
+0%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$238K
|
+$227K
|
+6,531
|
New
|
|
|
21
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$195K
|
+$186K
|
+5,353
|
New
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$54K
|
-$52.2K
|
-1,500
|
-50%
|
|
|
23
|
Cordasco Financial Network
Naples,
Florida
|
$42K
|
+$40.5K
|
+1,164
|
New
|
|
|
24
|
|
$20K
|
–
|
–
|
–
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$6K
|
–
|
–
|
–
|
|
