|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$2.41M
|
+24,668
|
+21%
|
|
|
2
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.3M
|
+$67.4K
|
+690
|
+0.5%
|
|
|
3
|
|
$9.78M
|
-$418K
|
-4,282
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.28M
|
+$2.85M
|
+29,170
|
+40%
|
|
|
5
|
|
$4.52M
|
–
|
–
|
–
|
|
|
6
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$4.11M
|
+$35.4K
|
+362
|
+0.8%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$3.72M
|
+$296K
|
+3,026
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.22M
|
+$1.95M
|
+20,008
|
+128%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
+$692K
|
+7,086
|
+25%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.05M
|
+$350K
|
+3,588
|
+12%
|
|
|
11
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$2.81M
|
-$574K
|
-5,880
|
-16%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
+$778K
|
+7,962
|
+36%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.4M
|
-$97.7K
|
-1,000
|
-4%
|
|
|
14
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.18M
|
+$2.35M
|
+24,096
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.08M
|
-$25.6K
|
-262
|
-1%
|
|
|
16
|
Berkeley Inc
Boise,
Idaho
|
$1.98M
|
+$2.14M
|
+21,892
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.73M
|
+$1.08M
|
+11,018
|
+136%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$1.62M
|
+$83.6K
|
+856
|
+5%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.53M
|
+$32.4K
|
+332
|
+2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.51M
|
+$86.5K
|
+886
|
+6%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$1.44M
|
-$38.3K
|
-392
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$185K
|
+1,892
|
+14%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.11M
|
-$1.65M
|
-16,908
|
-58%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
-$432K
|
-4,424
|
-29%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$997K
|
-$3.71K
|
-38
|
-0.3%
|
|
