|
1
|
|
$13.7M
|
+$971K
|
+10,311
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$510K
|
-5,420
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.9M
|
+$144K
|
+1,529
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$9.45M
|
-$26.6K
|
-283
|
-0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.76M
|
+$619K
|
+6,575
|
+8%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$8.13M
|
+$784K
|
+8,327
|
+11%
|
|
|
7
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.21M
|
+$32.9K
|
+350
|
+0.5%
|
|
|
8
|
|
$5.17M
|
-$52K
|
-552
|
-1%
|
|
|
9
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$5.04M
|
+$133K
|
+1,410
|
+3%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$4.82M
|
+$612K
|
+6,505
|
+15%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.95M
|
-$138K
|
-1,471
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
-$281K
|
-2,983
|
-7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.45M
|
+$9.9K
|
+105
|
+0.3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.38M
|
+$155K
|
+1,643
|
+5%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$3.23M
|
+$16.9K
|
+179
|
+0.6%
|
|
|
16
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$3.1M
|
-$92.5K
|
-983
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
-$169K
|
-1,790
|
-5%
|
|
|
18
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.83M
|
+$60.8K
|
+646
|
+2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.69M
|
+$94.1K
|
+1,000
|
+4%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.42M
|
-$104K
|
-1,100
|
-4%
|
|
|
21
|
Berkeley Inc
Boise,
Idaho
|
$2.1M
|
+$2.07K
|
+22
|
+0.1%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
+$179K
|
+1,901
|
+10%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.92M
|
+$136K
|
+1,447
|
+8%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
-$202K
|
-2,145
|
-10%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
-$11.1K
|
-118
|
-0.6%
|
|
