|
1
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
+$13.6M
|
+610,134
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$99.5M
|
+$1.66M
|
+74,406
|
+2%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$55M
|
+$2.16M
|
+96,876
|
+4%
|
|
|
4
|
|
$53.6M
|
+$901K
|
+40,308
|
+2%
|
|
|
5
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$40.9M
|
-$479K
|
-21,426
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$38.5M
|
+$1.25M
|
+55,932
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
-$1.05M
|
-47,016
|
-3%
|
|
|
8
|
Tompkins Financial
Ithaca,
New York
|
$26.9M
|
-$204K
|
-9,150
|
-0.8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
+$1.3M
|
+57,966
|
+9%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.7M
|
+$13.4M
|
+598,254
|
New
|
|
|
11
|
GFS Advisors
Houston,
Texas
|
$10.2M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7M
|
-$1.85M
|
-82,758
|
-21%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$6.89M
|
+$1.12M
|
+49,962
|
+20%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.21M
|
-$128K
|
-5,736
|
-2%
|
|
|
15
|
|
$6.09M
|
+$5.93M
|
+265,176
|
+14,732%
|
|
|
16
|
Caprock Group
Boise,
Idaho
|
$5.93M
|
-$18.9K
|
-846
|
-0.3%
|
|
|
17
|
Altium Wealth Management
Purchase,
New York
|
$5.46M
|
+$5.34M
|
+239,148
|
New
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$5.13M
|
-$871K
|
-39,000
|
-15%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$4.79M
|
-$164K
|
-7,350
|
-3%
|
|
|
20
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.17M
|
-$80.4K
|
-3,600
|
-2%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.93M
|
+$195K
|
+8,748
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.84M
|
+$49.5K
|
+2,214
|
+1%
|
|
|
23
|
Newport Wealth Strategies
Irvine,
California
|
$3.42M
|
+$3.13M
|
+139,914
|
New
|
|
|
24
|
|
$3.39M
|
+$3.32M
|
+148,392
|
New
|
|
|
25
|
Gateway Advisory
Westfield,
New Jersey
|
$3.38M
|
+$133K
|
+5,964
|
+4%
|
|
