|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
+$5.99M
|
+181,946
|
+57%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.06M
|
+$1.1M
|
+33,263
|
+13%
|
|
|
3
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.62M
|
+$161K
|
+4,899
|
+4%
|
|
|
4
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.95M
|
+$91.7K
|
+2,784
|
+2%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$3.37M
|
+$355K
|
+10,782
|
+12%
|
|
|
6
|
|
$3.35M
|
+$2.65M
|
+80,462
|
+355%
|
|
|
7
|
|
$1.73M
|
+$914K
|
+27,750
|
+109%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.39M
|
+$60.4K
|
+1,832
|
+4%
|
|
|
9
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.19M
|
+$1.21M
|
+36,734
|
New
|
|
|
10
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.01M
|
-$2.24K
|
-68
|
-0.2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$932K
|
–
|
–
|
–
|
|
|
12
|
VSR Financial Services
Overland Park,
Kansas
|
$811K
|
+$23.6K
|
+715
|
+3%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$712K
|
+$723K
|
+21,936
|
New
|
|
|
14
|
Madrona Financial Services
Everett,
Washington
|
$614K
|
+$40.1K
|
+1,216
|
+7%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$588K
|
-$66.7K
|
-2,025
|
-10%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$453K
|
+$16.2K
|
+493
|
+4%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$433K
|
-$30.5K
|
-925
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$429K
|
-$54.5K
|
-1,653
|
-11%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$394K
|
+$46.6K
|
+1,413
|
+13%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$393K
|
+$65.8K
|
+1,998
|
+20%
|
|
|
21
|
Wealthquest
Cincinnati,
Ohio
|
$308K
|
-$54.8K
|
-1,663
|
-15%
|
|
|
22
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$305K
|
+$87.7K
|
+2,661
|
+39%
|
|
|
23
|
Constellation Wealth Advisors
New York
|
$297K
|
–
|
–
|
–
|
|
|
24
|
American International Group
New York
|
$275K
|
+$494
|
+15
|
+0.2%
|
|
|
25
|
Boys Arnold & Co
Asheville,
North Carolina
|
$270K
|
–
|
–
|
–
|
|
