|
1
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$705K
|
-6,374
|
-0.5%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$65.2M
|
+$1.18M
|
+10,633
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$48.3M
|
+$1.5M
|
+13,579
|
+3%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$44M
|
-$2.43M
|
-21,979
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$29M
|
-$2.99M
|
-27,046
|
-9%
|
|
|
6
|
|
$28.1M
|
+$8.07K
|
+73
|
+0%
|
|
|
7
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$25.6M
|
+$519K
|
+4,690
|
+2%
|
|
|
8
|
Altium Wealth Management
Purchase,
New York
|
$21.1M
|
-$407K
|
-3,681
|
-2%
|
|
|
9
|
Lutz Financial Services
Omaha,
Nebraska
|
$18.8M
|
-$358K
|
-3,232
|
-2%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$16.8M
|
+$696K
|
+6,289
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$2.26M
|
+20,435
|
+27%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.82M
|
+$812K
|
+7,340
|
+9%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.82M
|
-$10.1K
|
-91
|
-0.2%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$5.21M
|
+$522K
|
+4,720
|
+11%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$4.72M
|
+$2.09M
|
+18,895
|
+82%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$3.99M
|
-$27.8K
|
-251
|
-0.7%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.79M
|
+$110K
|
+996
|
+3%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.54M
|
-$294K
|
-2,659
|
-8%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.49M
|
+$24.1K
|
+218
|
+0.7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.36M
|
+$634K
|
+5,727
|
+24%
|
|
|
21
|
FCG Advisors
Chatham,
New Jersey
|
$3M
|
+$181K
|
+1,639
|
+7%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$2.56M
|
-$14.7K
|
-133
|
-0.6%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.37M
|
-$51.9K
|
-469
|
-2%
|
|
|
24
|
Bridgeworth
Birmingham,
Alabama
|
$2.13M
|
-$83K
|
-750
|
-4%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.1M
|
-$187K
|
-1,691
|
-8%
|
|
