|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$158K
|
+4,834
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.16M
|
+$240K
|
+7,326
|
+3%
|
|
|
3
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.54M
|
-$122K
|
-3,740
|
-3%
|
|
|
4
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.93M
|
+$3.26M
|
+99,588
|
+516%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$3.08M
|
+$568K
|
+17,336
|
+23%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.36M
|
-$3.64M
|
-111,157
|
-73%
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.03M
|
+$17.5K
|
+534
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$948K
|
+$890K
|
+27,186
|
+1,779%
|
|
|
9
|
|
$843K
|
+$836K
|
+25,517
|
New
|
|
|
10
|
VSR Financial Services
Overland Park,
Kansas
|
$801K
|
+$66.7K
|
+2,037
|
+9%
|
|
|
11
|
|
$747K
|
+$341K
|
+10,400
|
+85%
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$665K
|
-$202K
|
-6,175
|
-23%
|
|
|
13
|
Madrona Financial Services
Everett,
Washington
|
$585K
|
+$24.7K
|
+755
|
+4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$491K
|
+$152K
|
+4,628
|
+45%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$472K
|
+$45.5K
|
+1,388
|
+11%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$444K
|
-$622
|
-19
|
-0.1%
|
|
|
17
|
Wealthquest
Cincinnati,
Ohio
|
$368K
|
-$30.6K
|
-933
|
-8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$354K
|
-$27.9K
|
-851
|
-7%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$334K
|
+$26.3K
|
+802
|
+9%
|
|
|
20
|
Constellation Wealth Advisors
New York
|
$302K
|
–
|
–
|
–
|
|
|
21
|
American International Group
New York
|
$279K
|
-$175K
|
-5,347
|
-39%
|
|
|
22
|
Boys Arnold & Co
Asheville,
North Carolina
|
$275K
|
–
|
–
|
–
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$230K
|
+$16.4K
|
+502
|
+8%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$228K
|
+$74.7K
|
+2,280
|
+49%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$228K
|
+$226K
|
+6,893
|
New
|
|
