|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$28.4M
|
+$248K
|
+4,784
|
+0.9%
|
|
|
2
|
|
$23M
|
+$1.2M
|
+23,120
|
+5%
|
|
|
3
|
|
$14.9M
|
+$3.44M
|
+66,480
|
+30%
|
|
|
4
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.5M
|
+$1.2M
|
+23,169
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$1.57M
|
+30,299
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$2.02M
|
+39,095
|
+17%
|
|
|
7
|
Hugh Johnson Advisors
Albany,
New York
|
$9.05M
|
+$10.5K
|
+203
|
+0.1%
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$2.73M
|
-$194K
|
-3,743
|
-7%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
10
|
Hilltop Holdings
Dallas,
Texas
|
$1.64M
|
+$710K
|
+13,713
|
+76%
|
|
|
11
|
|
$1.47M
|
+$760K
|
+14,682
|
+106%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$1.34M
|
+$27K
|
+521
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
-$3.98M
|
-77,017
|
-76%
|
|
|
14
|
|
$1.19M
|
+$1.19M
|
+22,980
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$291K
|
+5,624
|
+38%
|
|
|
16
|
FDx Advisors
Chicago,
Illinois
|
$894K
|
+$32.3K
|
+625
|
+4%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$846K
|
+$849K
|
+16,405
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$791K
|
+$82K
|
+1,585
|
+12%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$727K
|
-$556K
|
-10,739
|
-43%
|
|
|
20
|
Institute for Wealth Management
Denver,
Colorado
|
$688K
|
+$8.33K
|
+161
|
+1%
|
|
|
21
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$596K
|
+$14.2K
|
+275
|
+2%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$428K
|
+$1.19K
|
+23
|
+0.3%
|
|
|
23
|
Blue Granite Capital
Charleston,
South Carolina
|
$397K
|
+$129K
|
+2,500
|
+48%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$348K
|
-$286K
|
-5,527
|
-45%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$333K
|
–
|
–
|
–
|
|
