|
1
|
Bank of America
Charlotte,
North Carolina
|
$117M
|
+$6.32M
|
+200,261
|
+5%
|
|
|
2
|
|
$111M
|
-$13.1M
|
-415,522
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$44M
|
+$2.14M
|
+67,896
|
+5%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$25.9M
|
+$187K
|
+5,940
|
+0.7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$23.3M
|
+$24.9M
|
+788,298
|
New
|
|
|
6
|
Prism Advisors
Studio City,
California
|
$23M
|
+$454K
|
+14,375
|
+2%
|
|
|
7
|
MA Private Wealth
San Carlos,
California
|
$22.9M
|
+$151K
|
+4,781
|
+0.6%
|
|
|
8
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$21.4M
|
+$2.07M
|
+65,692
|
+10%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19M
|
+$982K
|
+31,121
|
+5%
|
|
|
10
|
Richard P. Slaughter Associates
Austin,
Texas
|
$18.7M
|
-$1.14M
|
-36,272
|
-5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
+$582K
|
+18,460
|
+3%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
$18.1M
|
+$1.26M
|
+40,010
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$1.01M
|
-32,138
|
-5%
|
|
|
14
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$16.8M
|
-$477K
|
-15,122
|
-3%
|
|
|
15
|
Flaharty Asset Management
Clearwater,
Florida
|
$14.5M
|
-$73.3K
|
-2,323
|
-0.5%
|
|
|
16
|
|
$14.3M
|
+$15.2M
|
+482,023
|
New
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$13.8M
|
+$43.2K
|
+1,370
|
+0.3%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$13.2M
|
-$465K
|
-14,735
|
-3%
|
|
|
19
|
Penserra Capital Management
Orinda,
California
|
$12.6M
|
+$153K
|
+4,836
|
+1%
|
|
|
20
|
Syon Capital
San Francisco,
California
|
$12.1M
|
+$12.9M
|
+408,672
|
New
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.2M
|
-$43.6K
|
-1,381
|
-0.4%
|
|
|
22
|
|
$9.19M
|
-$169K
|
-5,344
|
-2%
|
|
|
23
|
|
$9.13M
|
-$13.4M
|
-425,205
|
-58%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$9.1M
|
+$451K
|
+14,306
|
+5%
|
|
|
25
|
Planning Alternatives
Birmingham,
Michigan
|
$8.49M
|
+$397K
|
+12,577
|
+5%
|
|
