|
1
|
|
$2.84M
|
+$315K
|
+24,177
|
+13%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$2.46M
|
+$436K
|
+33,535
|
+22%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.45M
|
+$300K
|
+23,049
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.12M
|
+$101K
|
+7,791
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.03M
|
+$32.8K
|
+2,522
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$528K
|
+$51.7K
|
+3,973
|
+11%
|
|
|
7
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$471K
|
-$26K
|
-2,000
|
-5%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$420K
|
+$150K
|
+11,500
|
+57%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$406K
|
+$18.3K
|
+1,406
|
+5%
|
|
|
10
|
|
$332K
|
-$53.7K
|
-4,123
|
-14%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$207K
|
+$45.3K
|
+3,482
|
+29%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$179K
|
-$204K
|
-15,669
|
-54%
|
|
|
13
|
National Planning Corporation
El Segundo,
California
|
$174K
|
+$5.8K
|
+446
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145K
|
-$626K
|
-48,117
|
-81%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$143K
|
-$46.9K
|
-3,606
|
-25%
|
|
|
16
|
Doliver Advisors
Houston,
Texas
|
$133K
|
+$131K
|
+10,098
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$125K
|
+$37.4K
|
+2,875
|
+44%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$123K
|
-$1.89K
|
-145
|
-2%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$74K
|
+$13K
|
+1,000
|
+22%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$52K
|
+$1.31K
|
+101
|
+3%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$49K
|
–
|
–
|
–
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$31K
|
–
|
–
|
–
|
|
|
23
|
|
$30K
|
-$2.37K
|
-182
|
-7%
|
|
|
24
|
Reilly Financial Advisors
La Mesa,
California
|
$27K
|
–
|
–
|
–
|
|
|
25
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$24K
|
–
|
–
|
–
|
|
