|
1
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$3.15M
|
-122,658
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$96.2M
|
-$3.27M
|
-127,050
|
-3%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$60.2M
|
–
|
–
|
–
|
|
|
4
|
|
$55.9M
|
-$2.84M
|
-110,292
|
-5%
|
|
|
5
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$45.2M
|
-$207K
|
-8,046
|
-0.5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$44.9M
|
+$1.77M
|
+68,808
|
+4%
|
|
|
7
|
|
$44.2M
|
+$30.6M
|
+1,191,696
|
+249%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
+$290K
|
+11,262
|
+0.9%
|
|
|
9
|
Tompkins Financial
Ithaca,
New York
|
$18.8M
|
-$91.8K
|
-3,570
|
-0.5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
+$2.08M
|
+81,006
|
+16%
|
|
|
11
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15.1M
|
-$83.2K
|
-3,234
|
-0.5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
-$710K
|
-27,612
|
-5%
|
|
|
13
|
GFS Advisors
Houston,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$9.41M
|
+$8.59M
|
+334,128
|
+1,547%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$8.79M
|
+$2.17M
|
+84,300
|
+34%
|
|
|
16
|
|
$7.54M
|
+$83.5K
|
+3,246
|
+1%
|
|
|
17
|
Gateway Advisory
Westfield,
New Jersey
|
$6.81M
|
+$1.78M
|
+69,120
|
+37%
|
|
|
18
|
Caprock Group
Boise,
Idaho
|
$6.54M
|
+$12.5K
|
+486
|
+0.2%
|
|
|
19
|
Altium Wealth Management
Purchase,
New York
|
$6.14M
|
-$324K
|
-12,588
|
-5%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$6.05M
|
+$5.04M
|
+195,954
|
+603%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.04M
|
-$192K
|
-7,458
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.36M
|
+$337K
|
+13,110
|
+7%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$5.28M
|
+$2.3M
|
+89,322
|
+81%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$5M
|
-$309K
|
-12,000
|
-6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.86M
|
+$4.72M
|
+183,660
|
New
|
|
