|
1
|
Bank of America
Charlotte,
North Carolina
|
$147M
|
-$28.7M
|
-270,796
|
-17%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$61.9M
|
+$2.5M
|
+23,583
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
+$290K
|
+2,734
|
+0.7%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$44.9M
|
-$780K
|
-7,359
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$31M
|
-$1M
|
-9,468
|
-3%
|
|
|
6
|
|
$27.1M
|
-$3.07M
|
-29,011
|
-10%
|
|
|
7
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$24.3M
|
+$23.6M
|
+223,173
|
New
|
|
|
8
|
Altium Wealth Management
Purchase,
New York
|
$20.8M
|
+$94.7K
|
+894
|
+0.5%
|
|
|
9
|
Lutz Financial Services
Omaha,
Nebraska
|
$18.5M
|
-$913K
|
-8,616
|
-5%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15.7M
|
+$497K
|
+4,691
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.7M
|
+$569K
|
+5,370
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.25M
|
+$3.16M
|
+29,877
|
+65%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.64M
|
+$15.4K
|
+145
|
+0.3%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$4.53M
|
+$338K
|
+3,193
|
+8%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$3.88M
|
-$176K
|
-1,664
|
-4%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.71M
|
+$1.1M
|
+10,353
|
+44%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.58M
|
-$295K
|
-2,784
|
-8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.36M
|
-$476K
|
-4,496
|
-13%
|
|
|
19
|
|
$3.12M
|
–
|
–
|
–
|
|
|
20
|
|
$2.88M
|
+$2.13M
|
+20,095
|
+314%
|
|
|
21
|
FCG Advisors
Chatham,
New Jersey
|
$2.72M
|
+$629K
|
+5,938
|
+31%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63M
|
-$510K
|
-4,817
|
-17%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$2.51M
|
+$2.17M
|
+20,521
|
+809%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$2.49M
|
-$196K
|
-1,849
|
-7%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.34M
|
-$284K
|
-2,679
|
-11%
|
|
