|
1
|
|
$7.5M
|
-$190K
|
-1,746
|
-2%
|
|
|
2
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.19M
|
-$941K
|
-8,654
|
-18%
|
|
|
3
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$3.8M
|
+$105K
|
+970
|
+3%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.72M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.67M
|
+$115K
|
+1,060
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.33M
|
-$270K
|
-2,484
|
-10%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.85M
|
-$22.8K
|
-210
|
-1%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.77M
|
+$1.81M
|
+16,625
|
New
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$1.64M
|
+$1.68M
|
+15,419
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.62M
|
-$17.1K
|
-157
|
-1%
|
|
|
11
|
|
$1.6M
|
+$1.63M
|
+15,034
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.5M
|
-$49.3K
|
-453
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.24M
|
+$28.5K
|
+262
|
+2%
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.24M
|
+$1.26M
|
+11,618
|
New
|
|
|
15
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.22M
|
+$29.4K
|
+270
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.18M
|
+$17.4K
|
+160
|
+1%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.03M
|
+$1.05M
|
+9,639
|
New
|
|
|
18
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$941K
|
+$36.5K
|
+336
|
+4%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$649K
|
–
|
–
|
–
|
|
|
20
|
|
$575K
|
+$338K
|
+3,110
|
+134%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$495K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Securities
Cincinnati,
Ohio
|
$460K
|
+$56.1K
|
+516
|
+14%
|
|
|
23
|
Bailard
Foster City,
California
|
$416K
|
-$35.8K
|
-329
|
-8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$381K
|
+$19.4K
|
+178
|
+5%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$371K
|
+$3.81K
|
+35
|
+1%
|
|
