|
1
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
+$5.98M
|
+55,962
|
+4%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$56.8M
|
+$1.27M
|
+11,928
|
+2%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$49.7M
|
-$2.31M
|
-21,607
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33.8M
|
+$1.26M
|
+11,766
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30.2M
|
-$295K
|
-2,767
|
-1%
|
|
|
6
|
Lutz Financial Services
Omaha,
Nebraska
|
$18.1M
|
-$1.93M
|
-18,040
|
-10%
|
|
|
7
|
|
$14.4M
|
-$1.51M
|
-14,167
|
-9%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$14.2M
|
+$1.03M
|
+9,673
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.46M
|
-$1.14M
|
-10,648
|
-13%
|
|
|
10
|
Altium Wealth Management
Purchase,
New York
|
$5.47M
|
-$51.8K
|
-485
|
-0.9%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.18M
|
+$310K
|
+2,902
|
+6%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.35M
|
+$4.38M
|
+40,980
|
New
|
|
|
13
|
|
$3.9M
|
+$61.7K
|
+578
|
+2%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$3.87M
|
-$224K
|
-2,099
|
-5%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.65M
|
-$67.5K
|
-632
|
-2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.08M
|
+$919K
|
+8,609
|
+41%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.85M
|
+$2.86M
|
+26,824
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
+$69.8K
|
+654
|
+3%
|
|
|
19
|
|
$2.67M
|
-$9.29K
|
-87
|
-0.3%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$2.22M
|
+$1.26M
|
+11,794
|
+130%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$1.78M
|
-$5.34K
|
-50
|
-0.3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.7M
|
+$335K
|
+3,141
|
+24%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.54M
|
+$676K
|
+6,333
|
+78%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.28M
|
-$918K
|
-8,592
|
-42%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.17M
|
+$919K
|
+8,606
|
+362%
|
|
