|
1
|
Wells Fargo
San Francisco,
California
|
$79.8M
|
+$4.63M
|
+64,992
|
+6%
|
|
|
2
|
|
$13.4M
|
+$2.09M
|
+29,369
|
+18%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$10M
|
+140,521
|
+1,066%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$9.99M
|
+$9.99M
|
+140,138
|
New
|
|
|
5
|
Niemann Capital Management
Stateline,
Nevada
|
$4.18M
|
+$4.18M
|
+58,613
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.18M
|
+$566K
|
+7,946
|
+22%
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$3.12M
|
–
|
–
|
–
|
|
|
8
|
|
$2.53M
|
+$2.53M
|
+35,489
|
New
|
|
|
9
|
|
$2.45M
|
+$2.45M
|
+34,344
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.4M
|
+$169K
|
+2,394
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.33M
|
-$1.59M
|
-22,328
|
-41%
|
|
|
12
|
Russell Frank Company
Seattle,
Washington
|
$2.14M
|
–
|
–
|
–
|
|
|
13
|
Gateway Advisory
Westfield,
New Jersey
|
$2.06M
|
-$50.9K
|
-714
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
+$413K
|
+5,793
|
+27%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.44M
|
-$14.5K
|
-204
|
-1%
|
|
|
16
|
Falcon Point Capital
San Francisco,
California
|
$1.43M
|
-$5.63K
|
-79
|
-0.4%
|
|
|
17
|
|
$1.27M
|
-$98.5K
|
-1,382
|
-7%
|
|
|
18
|
Gupta Wealth Management
San Diego,
California
|
$1.26M
|
-$93.4K
|
-1,310
|
-7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.18M
|
+$51.5K
|
+723
|
+5%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.02M
|
-$43.5K
|
-610
|
-4%
|
|
|
21
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
22
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$1.01M
|
+$22.8K
|
+320
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$920K
|
+$318K
|
+4,463
|
+53%
|
|
|
24
|
|
$797K
|
+$97.4K
|
+1,366
|
+14%
|
|
|
25
|
Somerset Trust
Somerset,
Pennsylvania
|
$694K
|
+$3.13K
|
+44
|
+0.5%
|
|
