|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$14.6M
|
-$5.01M
|
-46,188
|
-25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$6.84M
|
+63,008
|
+117%
|
|
|
3
|
|
$12.1M
|
+$1.12M
|
+10,290
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.93M
|
+$716K
|
+6,596
|
+10%
|
|
|
5
|
|
$5.4M
|
–
|
–
|
–
|
|
|
6
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$4.86M
|
+$240K
|
+2,208
|
+5%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$4.11M
|
+$1.97M
|
+18,120
|
+91%
|
|
|
8
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$3.99M
|
+$78.8K
|
+726
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.26M
|
+$687K
|
+6,330
|
+27%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.15M
|
-$43.4K
|
-400
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
-$345K
|
-3,178
|
-10%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.97M
|
+$32.6K
|
+300
|
+1%
|
|
|
13
|
|
$2.87M
|
+$2.06M
|
+18,970
|
+251%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.51M
|
-$26.1K
|
-240
|
-1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.37M
|
+$111K
|
+1,020
|
+5%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$2.32M
|
-$5.58M
|
-51,426
|
-71%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.84M
|
+$28.4K
|
+262
|
+2%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.79M
|
-$354K
|
-3,260
|
-16%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$1.76M
|
-$137K
|
-1,260
|
-7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$119K
|
+1,098
|
+7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.69M
|
+$395K
|
+3,642
|
+30%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.67M
|
+$215K
|
+1,976
|
+15%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.5M
|
+$274K
|
+2,524
|
+22%
|
|
|
24
|
Lowery Thomas LLC
Pebble Beach,
California
|
$1.23M
|
+$136K
|
+1,248
|
+12%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$1.19M
|
+$1.2M
|
+11,056
|
New
|
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