|
1
|
Bank of America
Charlotte,
North Carolina
|
$43.9M
|
+$2.44M
|
+34,248
|
+6%
|
|
|
2
|
|
$6.06M
|
+$1.12M
|
+15,674
|
+23%
|
|
|
3
|
Wall Capital Group
Phoenix,
Arizona
|
$5.65M
|
-$218K
|
-3,061
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
-$8.62K
|
-121
|
-0.4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.84M
|
+$148K
|
+2,074
|
+9%
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.48M
|
+$113K
|
+1,583
|
+8%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$740K
|
-$36.4K
|
-511
|
-5%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$679K
|
+$194K
|
+2,726
|
+41%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$602K
|
+$43.6K
|
+612
|
+8%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$590K
|
+$311K
|
+4,369
|
+115%
|
|
|
11
|
Pacific Sun Financial
Los Angeles,
California
|
$510K
|
-$4.99K
|
-70
|
-1%
|
|
|
12
|
180 Wealth Advisors
Federal Way,
Washington
|
$463K
|
+$457K
|
+6,410
|
New
|
|
|
13
|
Arrow Financial
Glens Falls,
New York
|
$450K
|
-$197K
|
-2,766
|
-31%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$339K
|
+$334K
|
+4,688
|
New
|
|
|
15
|
|
$320K
|
-$11.9K
|
-167
|
-4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$298K
|
+$294K
|
+4,124
|
New
|
|
|
17
|
City Holding Co
Charleston,
West Virginia
|
$289K
|
-$5.34K
|
-75
|
-2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$273K
|
+$267K
|
+3,753
|
New
|
|
|
19
|
Granite Investment Advisors
Concord,
New Hampshire
|
$209K
|
-$119K
|
-1,665
|
-37%
|
|
|
20
|
Signet Financial Management
Parsippany,
New Jersey
|
$194K
|
+$191K
|
+2,686
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$183K
|
–
|
–
|
–
|
|
|
22
|
Cerebellum
San Francisco,
California
|
$175K
|
+$90.1K
|
+1,264
|
+109%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$160K
|
-$161K
|
-2,260
|
-51%
|
|
|
24
|
Patten Group
Chattanooga,
Tennessee
|
$61K
|
+$7.13K
|
+100
|
+14%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$45K
|
+$40.6K
|
+570
|
+1,036%
|
|
