|
1
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$2.24M
|
+92,484
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$81.9M
|
+$110K
|
+4,530
|
+0.1%
|
|
|
3
|
|
$51.4M
|
+$4.15M
|
+171,846
|
+8%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$45.5M
|
-$6.14M
|
-254,004
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$42.5M
|
+$4.65M
|
+192,210
|
+11%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$37.8M
|
-$478K
|
-19,794
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
+$5.24M
|
+216,582
|
+18%
|
|
|
8
|
Altium Wealth Management
Purchase,
New York
|
$21M
|
+$16.9M
|
+699,762
|
+302%
|
|
|
9
|
Tompkins Financial
Ithaca,
New York
|
$15.4M
|
-$611K
|
-25,266
|
-4%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.7M
|
-$24.7K
|
-1,020
|
-0.2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
+$1.99M
|
+82,278
|
+17%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
-$3.07M
|
-126,882
|
-21%
|
|
|
13
|
GFS Advisors
Houston,
Texas
|
$10.1M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.66M
|
+$5.94M
|
+245,850
|
+134%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$8.98M
|
+$1.62M
|
+66,972
|
+20%
|
|
|
16
|
|
$8.6M
|
+$2.35M
|
+97,260
|
+34%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.82M
|
+$1.81M
|
+75,012
|
+33%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.66M
|
+$1.18M
|
+48,882
|
+24%
|
|
|
19
|
|
$5.5M
|
-$34.5M
|
-1,425,660
|
-85%
|
|
|
20
|
Caprock Group
Boise,
Idaho
|
$5.3M
|
-$255K
|
-10,566
|
-4%
|
|
|
21
|
Parker Investment Management
Menlo Park,
California
|
$5.17M
|
+$5.56M
|
+229,842
|
New
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$4.75M
|
-$1.12M
|
-46,152
|
-18%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.62M
|
+$143K
|
+5,898
|
+3%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$3.86M
|
+$354K
|
+14,640
|
+9%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.84M
|
+$92.1K
|
+3,810
|
+2%
|
|
