|
1
|
|
$7.91M
|
+$430K
|
+3,969
|
+6%
|
|
|
2
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.26M
|
+$5.2M
|
+47,976
|
New
|
|
|
3
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$3.81M
|
+$3.77M
|
+34,779
|
New
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.8M
|
-$12.5K
|
-115
|
-0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
+$210K
|
+1,941
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
-$1.02M
|
-9,407
|
-28%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.93M
|
+$27.9K
|
+257
|
+1%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.68M
|
+$43.2K
|
+398
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.59M
|
-$339K
|
-3,122
|
-18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.25M
|
+$59.7K
|
+551
|
+5%
|
|
|
11
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.23M
|
+$1.21M
|
+11,185
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.2M
|
-$85.7K
|
-790
|
-7%
|
|
|
13
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$814K
|
+$943K
|
+8,701
|
New
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$668K
|
–
|
–
|
–
|
|
|
15
|
Brown Advisory
Baltimore,
Maryland
|
$586K
|
-$23.4K
|
-216
|
-4%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$510K
|
–
|
–
|
–
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$483K
|
-$19K
|
-175
|
-4%
|
|
|
18
|
Bailard
Foster City,
California
|
$464K
|
-$38.6K
|
-356
|
-8%
|
|
|
19
|
Fifth Third Securities
Cincinnati,
Ohio
|
$417K
|
-$17.2K
|
-159
|
-4%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$379K
|
+$39K
|
+360
|
+12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$374K
|
-$34.2K
|
-315
|
-8%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$272K
|
+$269K
|
+2,485
|
New
|
|
|
23
|
|
$253K
|
-$356K
|
-3,286
|
-59%
|
|
|
24
|
Sonata Capital Group
Seattle,
Washington
|
$241K
|
–
|
–
|
–
|
|
|
25
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$225K
|
–
|
–
|
–
|
|
