|
1
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$1.39M
|
+26,890
|
+9%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$8.18M
|
+$7.11M
|
+137,816
|
+782%
|
|
|
3
|
Brouwer & Janachowski
Mill Valley,
California
|
$7.99M
|
+$7.83M
|
+151,894
|
New
|
|
|
4
|
|
$6.63M
|
+$1.75M
|
+34,022
|
+37%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.33M
|
+$148K
|
+2,876
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.17M
|
-$90.9K
|
-1,762
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.97M
|
-$556K
|
-10,780
|
-10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.67M
|
+$433K
|
+8,394
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.1M
|
-$2.39M
|
-46,402
|
-44%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.65M
|
+$2.46M
|
+47,770
|
+1,837%
|
|
|
11
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.86M
|
+$866K
|
+16,796
|
+90%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.83M
|
+$1.79M
|
+34,770
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.44M
|
+$367K
|
+7,114
|
+35%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
15
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.15M
|
–
|
–
|
–
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$970K
|
-$13.5K
|
-262
|
-1%
|
|
|
17
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$953K
|
–
|
–
|
–
|
|
|
18
|
Coastline Trust
Providence,
Rhode Island
|
$854K
|
+$328K
|
+6,360
|
+64%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$803K
|
+$787K
|
+15,250
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$701K
|
+$37.7K
|
+730
|
+6%
|
|
|
21
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$692K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$626K
|
+$183K
|
+3,546
|
+42%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$538K
|
–
|
–
|
–
|
|
|
24
|
First National Bank of Omaha
Omaha,
Nebraska
|
$442K
|
–
|
–
|
–
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$435K
|
+$102K
|
+1,972
|
+31%
|
|
