|
1
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$600K
|
+10,826
|
+3%
|
|
|
2
|
|
$13.2M
|
+$6.03M
|
+108,764
|
+86%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$3.33M
|
+60,166
|
+39%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$11.3M
|
+$2.71M
|
+48,876
|
+32%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.25M
|
+$3.85M
|
+69,458
|
+74%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.86M
|
+$72.5K
|
+1,308
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.64M
|
+$1.07M
|
+19,292
|
+20%
|
|
|
8
|
|
$5.67M
|
+$5.56M
|
+100,390
|
New
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.33M
|
+$2.44M
|
+44,000
|
+87%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.95M
|
-$59.7K
|
-1,078
|
-1%
|
|
|
11
|
|
$3.59M
|
+$3.52M
|
+63,544
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.29M
|
-$19.3K
|
-348
|
-0.6%
|
|
|
13
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.04M
|
+$40.5K
|
+730
|
+2%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
15
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.23M
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.19M
|
+$427K
|
+7,708
|
+58%
|
|
|
17
|
Coastline Trust
Providence,
Rhode Island
|
$1.13M
|
+$213K
|
+3,840
|
+24%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$1.06M
|
+$203K
|
+3,670
|
+24%
|
|
|
19
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$961K
|
-$573K
|
-10,334
|
-38%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$953K
|
-$88.1K
|
-1,590
|
-9%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$900K
|
+$224K
|
+4,040
|
+34%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$823K
|
+$349K
|
+6,300
|
+76%
|
|
|
24
|
Timber Hill
Greenwich,
Connecticut
|
$820K
|
+$805K
|
+14,526
|
New
|
|
|
25
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$727K
|
–
|
–
|
–
|
|
