|
1
|
Bank of America
Charlotte,
North Carolina
|
$133M
|
-$4.19M
|
-170,898
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$87.6M
|
-$5.81M
|
-237,378
|
-7%
|
|
|
3
|
|
$57.9M
|
-$982K
|
-40,074
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$55.6M
|
+$6.53M
|
+266,448
|
+14%
|
|
|
5
|
Corient Capital Partners
Newport Beach,
California
|
$50.2M
|
-$1.8M
|
-73,530
|
-4%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$43.6M
|
+$228K
|
+9,306
|
+0.6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
-$4.13M
|
-168,654
|
-12%
|
|
|
8
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$24.5M
|
+$23.3M
|
+950,358
|
New
|
|
|
9
|
Altium Wealth Management
Purchase,
New York
|
$24M
|
-$3.09K
|
-126
|
-0%
|
|
|
10
|
Tompkins Financial
Ithaca,
New York
|
$16.6M
|
-$1.05M
|
-42,822
|
-6%
|
|
|
11
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$16.4M
|
+$273K
|
+11,130
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
+$518K
|
+21,156
|
+4%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.1M
|
+$6.88M
|
+280,986
|
+93%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$183K
|
+7,464
|
+2%
|
|
|
15
|
|
$10.5M
|
+$624K
|
+25,482
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$560K
|
-22,878
|
-5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.65M
|
+$160K
|
+6,540
|
+3%
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$6.31M
|
+$817K
|
+33,366
|
+16%
|
|
|
19
|
Caprock Group
Boise,
Idaho
|
$6.01M
|
-$63.5K
|
-2,592
|
-1%
|
|
|
20
|
Parker Investment Management
Menlo Park,
California
|
$5.92M
|
–
|
–
|
–
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$5.52M
|
-$4.53M
|
-184,884
|
-46%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$5.47M
|
+$164K
|
+6,696
|
+3%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$4.96M
|
+$1.07M
|
+43,524
|
+29%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$4.74M
|
+$2.38M
|
+97,290
|
+113%
|
|
|
25
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.29M
|
+$439K
|
+17,904
|
+12%
|
|
