|
1
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
+$1.84M
|
+16,228
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$49.1M
|
-$344K
|
-3,037
|
-0.7%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$41.5M
|
-$24.8M
|
-219,184
|
-38%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$41.2M
|
-$3.68M
|
-32,469
|
-8%
|
|
|
5
|
|
$30.1M
|
+$1.35M
|
+11,883
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$29.7M
|
+$20.5K
|
+181
|
+0.1%
|
|
|
7
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$28.3M
|
+$2.04M
|
+17,991
|
+8%
|
|
|
8
|
Altium Wealth Management
Purchase,
New York
|
$21.5M
|
-$9.05K
|
-80
|
-0%
|
|
|
9
|
Lutz Financial Services
Omaha,
Nebraska
|
$17.6M
|
-$1.58M
|
-13,953
|
-8%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$17.3M
|
+$390K
|
+3,444
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.87M
|
-$1.19M
|
-10,483
|
-11%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.86M
|
-$2.15M
|
-19,002
|
-22%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$6.5M
|
+$1.64M
|
+14,518
|
+35%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.96M
|
+$6.11K
|
+54
|
+0.1%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.8M
|
+$3.9M
|
+34,443
|
+215%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$5.2M
|
-$136K
|
-1,198
|
-3%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$3.92M
|
-$149K
|
-1,316
|
-4%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.85M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.62M
|
+$181K
|
+1,603
|
+5%
|
|
|
20
|
|
$3.47M
|
+$1.36M
|
+11,972
|
+66%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.34M
|
-$227K
|
-2,007
|
-6%
|
|
|
22
|
FCG Advisors
Chatham,
New Jersey
|
$3.14M
|
+$77.2K
|
+682
|
+3%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.85M
|
+$690K
|
+6,092
|
+33%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.39M
|
-$29.2K
|
-258
|
-1%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$2.29M
|
+$204K
|
+1,800
|
+10%
|
|
