|
1
|
Bank of America
Charlotte,
North Carolina
|
$155M
|
+$5.07M
|
+45,784
|
+3%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$60.8M
|
+$758K
|
+6,850
|
+1%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$52.3M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$1.47M
|
+13,305
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$32M
|
+$167K
|
+1,510
|
+0.5%
|
|
|
6
|
Lutz Financial Services
Omaha,
Nebraska
|
$22M
|
+$2.91M
|
+26,265
|
+15%
|
|
|
7
|
|
$16.7M
|
+$1.48M
|
+13,354
|
+10%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$14.6M
|
+$328K
|
+2,962
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.94M
|
+$87.9K
|
+794
|
+1%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.59M
|
+$139K
|
+1,252
|
+3%
|
|
|
11
|
Altium Wealth Management
Purchase,
New York
|
$5.26M
|
-$494K
|
-4,464
|
-9%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.24M
|
-$340K
|
-3,073
|
-7%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$4.14M
|
+$68.3K
|
+617
|
+2%
|
|
|
14
|
|
$3.94M
|
-$166K
|
-1,501
|
-4%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.75M
|
-$104K
|
-938
|
-3%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$3.5M
|
+$1.86M
|
+16,814
|
+116%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.16M
|
+$162K
|
+1,460
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.01M
|
+$113K
|
+1,024
|
+4%
|
|
|
19
|
|
$2.8M
|
–
|
–
|
–
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$2.67M
|
+$337K
|
+3,048
|
+15%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.54M
|
-$764K
|
-6,904
|
-23%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.02M
|
+$231K
|
+2,090
|
+13%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$1.92M
|
+$50K
|
+452
|
+3%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.34M
|
-$2.54K
|
-23
|
-0.2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.31M
|
+$79.9K
|
+722
|
+7%
|
|
