|
1
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
-$35M
|
-1,466,100
|
-22%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$88.5M
|
-$12.9M
|
-541,776
|
-12%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$56.6M
|
+$760K
|
+31,878
|
+1%
|
|
|
4
|
|
$55.7M
|
+$1.28M
|
+53,592
|
+2%
|
|
|
5
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$39.8M
|
+$681K
|
+28,554
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$39M
|
+$184K
|
+7,704
|
+0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
-$11.8M
|
-493,398
|
-29%
|
|
|
8
|
Tompkins Financial
Ithaca,
New York
|
$16.9M
|
-$10.7M
|
-449,328
|
-38%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.7M
|
-$197K
|
-8,256
|
-1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
-$3.52M
|
-147,516
|
-21%
|
|
|
11
|
GFS Advisors
Houston,
Texas
|
$10.4M
|
–
|
–
|
–
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$10M
|
+$8.7M
|
+364,584
|
+546%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.7M
|
+$2.65M
|
+111,156
|
+36%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$7.66M
|
+$679K
|
+28,446
|
+9%
|
|
|
15
|
|
$6.56M
|
+$374K
|
+15,666
|
+6%
|
|
|
16
|
Altium Wealth Management
Purchase,
New York
|
$5.87M
|
+$330K
|
+13,848
|
+6%
|
|
|
17
|
Caprock Group
Boise,
Idaho
|
$5.76M
|
–
|
–
|
–
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.3M
|
-$1.03M
|
-43,320
|
-16%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$4.92M
|
+$2.51M
|
+105,060
|
+98%
|
|
|
20
|
HSBC Holdings
London,
United Kingdom
|
$4.66M
|
-$561K
|
-23,526
|
-10%
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.25M
|
+$14.3K
|
+600
|
+0.3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4M
|
+$97.3K
|
+4,080
|
+2%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.85M
|
-$155K
|
-6,510
|
-4%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$3.69M
|
-$1.21M
|
-50,904
|
-24%
|
|
|
25
|
|
$3.64M
|
+$205K
|
+8,598
|
+6%
|
|
