|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.8M
|
-$672K
|
-12,952
|
-2%
|
|
|
2
|
|
$32.7M
|
+$3.18M
|
+61,168
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.9M
|
-$2.63M
|
-50,754
|
-9%
|
|
|
4
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22.2M
|
-$594K
|
-11,434
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$177K
|
+3,414
|
+1%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$7.9M
|
+$2.77M
|
+53,427
|
+56%
|
|
|
7
|
Hugh Johnson Advisors
Albany,
New York
|
$5.79M
|
-$35.5K
|
-683
|
-0.6%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$5.28M
|
+$5.18M
|
+99,837
|
New
|
|
|
9
|
|
$4.4M
|
-$60.4K
|
-1,164
|
-1%
|
|
|
10
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$4.3M
|
+$217K
|
+4,189
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.93M
|
+$1.26M
|
+24,264
|
+49%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.56M
|
-$312K
|
-6,015
|
-8%
|
|
|
13
|
Epstein & White Financial
San Diego,
California
|
$2.95M
|
+$179K
|
+3,443
|
+7%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$2.91M
|
+$1.63M
|
+31,466
|
+134%
|
|
|
15
|
WESPAC Advisors
Orinda,
California
|
$2.58M
|
+$2.53M
|
+48,759
|
New
|
|
|
16
|
|
$2.26M
|
+$2.22M
|
+42,790
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.22M
|
+$1.29M
|
+24,802
|
+145%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$2.09M
|
–
|
–
|
–
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.95M
|
+$605K
|
+11,646
|
+46%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$1.6M
|
+$1.41M
|
+27,249
|
+907%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$1.38M
|
-$106K
|
-2,035
|
-7%
|
|
|
22
|
|
$1.15M
|
+$1.13M
|
+21,789
|
New
|
|
|
23
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$857K
|
+$36.5K
|
+704
|
+5%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$827K
|
+$56.2K
|
+1,082
|
+7%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$725K
|
+$711K
|
+13,702
|
New
|
|
