|
1
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
-$31.2M
|
-283,358
|
-18%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$53.9M
|
+$3.97M
|
+36,062
|
+7%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$51.6M
|
+$119K
|
+1,079
|
+0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$32.3M
|
+$4.79M
|
+43,496
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30.3M
|
-$27.8M
|
-252,346
|
-47%
|
|
|
6
|
Lutz Financial Services
Omaha,
Nebraska
|
$19.9M
|
-$1.66M
|
-15,065
|
-7%
|
|
|
7
|
|
$15.8M
|
-$190K
|
-1,726
|
-1%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.1M
|
+$271K
|
+2,458
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.54M
|
-$873K
|
-7,930
|
-9%
|
|
|
10
|
Altium Wealth Management
Purchase,
New York
|
$5.48M
|
+$440K
|
+3,995
|
+8%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.84M
|
+$126K
|
+1,140
|
+3%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$4.07M
|
+$203K
|
+1,839
|
+5%
|
|
|
13
|
|
$3.81M
|
-$208K
|
-1,893
|
-5%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.66M
|
+$296K
|
+2,689
|
+8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.66M
|
+$218K
|
+1,978
|
+9%
|
|
|
16
|
|
$2.66M
|
-$7.16K
|
-65
|
-0.3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.49M
|
+$2.6M
|
+23,641
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.21M
|
+$823K
|
+7,470
|
+55%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.17M
|
-$53.7K
|
-488
|
-2%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$1.77M
|
+$1.85M
|
+16,814
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.35M
|
+$315K
|
+2,857
|
+29%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$54.4K
|
+494
|
+4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.23M
|
+$400K
|
+3,630
|
+45%
|
|
|
24
|
HL Financial Services
Louisville,
Kentucky
|
$1.08M
|
+$1.13M
|
+10,238
|
New
|
|
|
25
|
Level Four Advisory Services
Dallas,
Texas
|
$1.04M
|
-$123K
|
-1,119
|
-10%
|
|
