|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$11.3M
|
+$3.23M
|
+90,329
|
+39%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$208K
|
+5,830
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.51M
|
+$2.07M
|
+57,917
|
+27%
|
|
|
4
|
VSR Financial Services
Overland Park,
Kansas
|
$4.67M
|
+$872K
|
+24,394
|
+23%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
+$211K
|
+5,900
|
+6%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$2.72M
|
+$2.76M
|
+77,145
|
New
|
|
|
7
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.41M
|
+$1.43M
|
+39,934
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
+$319K
|
+8,931
|
+31%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.32M
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.25M
|
+$80.4K
|
+2,250
|
+7%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
+$104K
|
+2,896
|
+9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$308K
|
+8,613
|
+37%
|
|
|
13
|
|
$1.11M
|
+$21.9K
|
+613
|
+2%
|
|
|
14
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.09M
|
-$214K
|
-5,999
|
-16%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.06M
|
-$54.3K
|
-1,519
|
-5%
|
|
|
16
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1M
|
+$104K
|
+2,910
|
+11%
|
|
|
17
|
|
$947K
|
+$960K
|
+26,862
|
New
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$860K
|
+$1.43K
|
+40
|
+0.2%
|
|
|
19
|
Argentus Capital Management
Dallas,
Texas
|
$849K
|
-$399K
|
-11,173
|
-32%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$826K
|
+$78.7K
|
+2,202
|
+10%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$810K
|
-$399K
|
-11,150
|
-33%
|
|
|
22
|
Madden Advisory Services
Jacksonville,
Florida
|
$763K
|
–
|
–
|
–
|
|
|
23
|
Madrona Financial Services
Everett,
Washington
|
$754K
|
-$66.9K
|
-1,871
|
-8%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$647K
|
-$133K
|
-3,729
|
-17%
|
|
|
25
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$643K
|
+$42.8K
|
+1,198
|
+7%
|
|
