|
1
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
+$4.05M
|
+96,702
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.1M
|
+$7.37M
|
+176,029
|
+17%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$50.9M
|
–
|
–
|
–
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$38.4M
|
+$922K
|
+22,031
|
+3%
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13M
|
+$12.6M
|
+300,795
|
+158,313%
|
|
|
6
|
Prospera Financial Services
Dallas,
Texas
|
$10.4M
|
+$10M
|
+239,774
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$8.28M
|
+$3.9M
|
+93,280
|
+95%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.28M
|
+$82.8K
|
+1,979
|
+1%
|
|
|
9
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$8.26M
|
-$93.3K
|
-2,229
|
-1%
|
|
|
10
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$6.07M
|
-$89.5K
|
-2,138
|
-1%
|
|
|
11
|
|
$4.3M
|
+$3.23M
|
+77,195
|
+345%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.07M
|
+$2.98M
|
+71,140
|
+301%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.85M
|
+$289K
|
+6,905
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.45M
|
+$49.9K
|
+1,193
|
+2%
|
|
|
15
|
GM Advisory Group
Melville,
New York
|
$2.9M
|
+$130K
|
+3,110
|
+5%
|
|
|
16
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.94M
|
-$159K
|
-3,800
|
-8%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.57M
|
-$182K
|
-4,357
|
-11%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$821K
|
+19,603
|
+297%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$747K
|
+$20.9K
|
+500
|
+3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$720K
|
+$371K
|
+8,851
|
+113%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$673K
|
+$27.4K
|
+654
|
+4%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$658K
|
–
|
–
|
–
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$616K
|
+$596K
|
+14,249
|
New
|
|
|
24
|
Courier Capital
Buffalo,
New York
|
$384K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$335K
|
-$20.9K
|
-500
|
-6%
|
|
