|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.77M
|
+$261K
|
+2,921
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.74M
|
-$464K
|
-5,191
|
-11%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$3.37M
|
+$526K
|
+5,885
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.25M
|
-$2.33K
|
-26
|
-0.1%
|
|
|
5
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.92M
|
–
|
–
|
–
|
|
|
6
|
|
$1.84M
|
+$42.5K
|
+475
|
+2%
|
|
|
7
|
|
$1.44M
|
+$194K
|
+2,167
|
+15%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$1.44M
|
-$42.8K
|
-479
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21M
|
+$250K
|
+2,793
|
+26%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.12M
|
-$41K
|
-459
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$938K
|
-$63.2K
|
-707
|
-6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$915K
|
-$84.1K
|
-941
|
-8%
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$888K
|
+$96.7K
|
+1,081
|
+12%
|
|
|
15
|
Brio Consultants
San Francisco,
California
|
$858K
|
+$9.92K
|
+111
|
+1%
|
|
|
16
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$842K
|
-$14.6K
|
-163
|
-2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$833K
|
+$105K
|
+1,178
|
+14%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$805K
|
+$588K
|
+6,572
|
+258%
|
|
|
19
|
Tolleson Wealth Management
Dallas,
Texas
|
$803K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$742K
|
+$36.7K
|
+411
|
+5%
|
|
|
21
|
Vontobel Holding
Zurich,
Switzerland
|
$739K
|
-$11.4K
|
-128
|
-2%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$708K
|
+$16K
|
+179
|
+2%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$683K
|
+$683K
|
+7,634
|
New
|
|
|
24
|
Weil Company
San Diego,
California
|
$678K
|
-$51.4K
|
-575
|
-7%
|
|
|
25
|
Investment Research Partners
Lemont,
Pennsylvania
|
$626K
|
-$30K
|
-336
|
-5%
|
|
