|
1
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
+$6.11M
|
+254,082
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$91.4M
|
-$1.35M
|
-56,214
|
-1%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$55.3M
|
-$4.01M
|
-166,776
|
-7%
|
|
|
4
|
|
$54.1M
|
-$4.24M
|
-176,556
|
-7%
|
|
|
5
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$41.8M
|
-$1.23M
|
-51,354
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$39.6M
|
-$1.27M
|
-52,698
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$28.9M
|
-$134K
|
-5,580
|
-0.5%
|
|
|
8
|
Tompkins Financial
Ithaca,
New York
|
$17.4M
|
-$348K
|
-14,478
|
-2%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$14.9M
|
+$576K
|
+23,976
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
-$640K
|
-26,640
|
-5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$2.23M
|
+92,970
|
+22%
|
|
|
12
|
|
$11.6M
|
+$7.72M
|
+321,216
|
+205%
|
|
|
13
|
GFS Advisors
Houston,
Texas
|
$10.9M
|
–
|
–
|
–
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$7.66M
|
-$369K
|
-15,360
|
-5%
|
|
|
15
|
|
$6.85M
|
-$24.9K
|
-1,038
|
-0.4%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$6.02M
|
+$855K
|
+35,580
|
+17%
|
|
|
17
|
Caprock Group
Boise,
Idaho
|
$5.99M
|
-$60.7K
|
-2,526
|
-1%
|
|
|
18
|
Altium Wealth Management
Purchase,
New York
|
$5.95M
|
-$204K
|
-8,478
|
-3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.73M
|
+$169K
|
+7,032
|
+3%
|
|
|
20
|
HSBC Holdings
London,
United Kingdom
|
$4.89M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.61M
|
+$411K
|
+17,112
|
+10%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$4.58M
|
+$961K
|
+39,978
|
+27%
|
|
|
23
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.31M
|
-$144K
|
-6,000
|
-3%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.07M
|
+$42.8K
|
+1,782
|
+1%
|
|
|
25
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.97M
|
+$3.93M
|
+163,422
|
New
|
|
