|
1
|
|
$1.44M
|
-$179K
|
-3,369
|
-11%
|
|
|
2
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.08M
|
+$1.04M
|
+19,683
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$9.23K
|
+174
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$781K
|
+$39.3K
|
+740
|
+5%
|
|
|
5
|
Veritable
Wilmington,
Delaware
|
$762K
|
–
|
–
|
–
|
|
|
6
|
|
$702K
|
-$87.9K
|
-1,657
|
-11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$555K
|
+$274K
|
+5,159
|
+102%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$517K
|
+$470K
|
+8,867
|
+1,569%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$435K
|
+$82K
|
+1,546
|
+24%
|
|
|
10
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$402K
|
+$51K
|
+962
|
+15%
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
$351K
|
+$339K
|
+6,400
|
New
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$307K
|
+$320K
|
+6,039
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$257K
|
+$9.02K
|
+170
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$230K
|
-$146K
|
-2,760
|
-40%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
16
|
|
$105K
|
-$58.8K
|
-1,109
|
-37%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
-$60.9K
|
-1,149
|
-41%
|
|
|
18
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$80K
|
+$39K
|
+735
|
+102%
|
|
|
19
|
|
$57K
|
+$10.9K
|
+205
|
+25%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$47K
|
+$20.7K
|
+390
|
+84%
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$38K
|
+$21.2K
|
+400
|
+133%
|
|
|
22
|
American International Group
New York
|
$17K
|
+$2.65K
|
+50
|
+20%
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
–
|
–
|
–
|
|
