|
1
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
+$18.7M
|
+185,991
|
+14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$72.7M
|
+$4.83M
|
+48,051
|
+7%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$45.5M
|
+$3.31M
|
+32,958
|
+8%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$44.7M
|
+$1.04M
|
+10,323
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25.4M
|
+$3.52M
|
+35,032
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
-$6.34M
|
-63,095
|
-23%
|
|
|
7
|
|
$16.5M
|
+$2.38M
|
+23,741
|
+17%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.37M
|
+$55.2K
|
+550
|
+1%
|
|
|
9
|
|
$4.04M
|
+$1.5M
|
+14,960
|
+60%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.39M
|
+$44.5K
|
+443
|
+1%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$3.26M
|
-$40.7K
|
-405
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
+$665K
|
+6,623
|
+42%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.88M
|
+$159K
|
+1,583
|
+9%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.78M
|
+$12.8K
|
+127
|
+0.7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.61M
|
+$156K
|
+1,553
|
+11%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$1.61M
|
-$100
|
-1
|
-0%
|
|
|
17
|
|
$1.6M
|
+$1.59M
|
+15,864
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.57M
|
+$4.62K
|
+46
|
+0.3%
|
|
|
19
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.27M
|
+$1.26M
|
+12,556
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.09M
|
-$123K
|
-1,227
|
-10%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
-$271K
|
-2,700
|
-20%
|
|
|
22
|
Level Four Advisory Services
Dallas,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$998K
|
+$169K
|
+1,678
|
+21%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$981K
|
-$4.02K
|
-40
|
-0.4%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$950K
|
–
|
–
|
–
|
|
