|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
+$11.6M
|
+108,484
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$59.4M
|
-$3.5M
|
-32,824
|
-6%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$54.6M
|
+$1.61M
|
+15,090
|
+3%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$53.7M
|
+$2.53M
|
+23,690
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
+$266K
|
+2,492
|
+1%
|
|
|
6
|
Lutz Financial Services
Omaha,
Nebraska
|
$22.4M
|
+$21.8M
|
+203,949
|
New
|
|
|
7
|
|
$16.7M
|
-$2.49M
|
-23,362
|
-13%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.4M
|
+$13M
|
+121,817
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.77M
|
-$300K
|
-2,814
|
-3%
|
|
|
10
|
Altium Wealth Management
Purchase,
New York
|
$5.28M
|
+$5.12M
|
+48,000
|
New
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.92M
|
-$40K
|
-375
|
-0.8%
|
|
|
12
|
|
$4.19M
|
+$3.53M
|
+33,083
|
+663%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$4.04M
|
+$407K
|
+3,813
|
+12%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.63M
|
-$58.4K
|
-547
|
-2%
|
|
|
15
|
|
$2.78M
|
-$1.56M
|
-14,656
|
-37%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.56M
|
-$171K
|
-1,606
|
-6%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.32M
|
+$286K
|
+2,678
|
+15%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$1.57M
|
-$561K
|
-5,260
|
-27%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.48M
|
+$325K
|
+3,047
|
+29%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$141K
|
+1,319
|
+13%
|
|
|
21
|
Level Four Advisory Services
Dallas,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
-$749K
|
-7,014
|
-41%
|
|
|
23
|
|
$1.03M
|
+$997K
|
+9,344
|
New
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$1M
|
-$55.4K
|
-519
|
-5%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$884K
|
-$126K
|
-1,185
|
-13%
|
|
