|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$26M
|
+$598K
|
+11,683
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$3.69M
|
+72,169
|
+37%
|
|
|
3
|
|
$12.2M
|
-$600K
|
-11,725
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$1.1M
|
+21,545
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.83M
|
-$886K
|
-17,323
|
-11%
|
|
|
6
|
Hugh Johnson Advisors
Albany,
New York
|
$6.06M
|
–
|
–
|
–
|
|
|
7
|
BlackRock Investment Management
Wilmington,
Delaware
|
$4.94M
|
+$55.9K
|
+1,092
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.24M
|
+$1.68M
|
+32,873
|
+106%
|
|
|
9
|
Curian Capital
Denver,
Colorado
|
$2.72M
|
-$8.02M
|
-156,805
|
-74%
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$2.67M
|
-$34.8K
|
-681
|
-1%
|
|
|
11
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.55M
|
+$2.57M
|
+50,260
|
New
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$2.29M
|
+$2.32M
|
+45,300
|
New
|
|
|
13
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.71M
|
–
|
–
|
–
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.38M
|
-$165K
|
-3,229
|
-11%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$1.34M
|
-$595K
|
-11,637
|
-31%
|
|
|
16
|
|
$1.33M
|
+$9.16K
|
+179
|
+0.7%
|
|
|
17
|
Virtu KCG Holdings
New York
|
$1.31M
|
+$746K
|
+14,573
|
+129%
|
|
|
18
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.27M
|
+$17.4K
|
+340
|
+1%
|
|
|
19
|
Hilltop Holdings
Dallas,
Texas
|
$934K
|
+$20.8K
|
+406
|
+2%
|
|
|
20
|
|
$916K
|
+$225K
|
+4,393
|
+32%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$533K
|
-$47.8K
|
-935
|
-8%
|
|
|
22
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$410K
|
+$415K
|
+8,101
|
New
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$401K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$367K
|
-$3.46M
|
-67,620
|
-90%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$331K
|
+$2.35K
|
+46
|
+0.7%
|
|
