|
1
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$8.6M
|
+$20.6M
|
+214,338
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.1M
|
+$334K
|
+3,485
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.82M
|
+$1.79M
|
+18,630
|
+41%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$3.4M
|
-$36.7K
|
-382
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.39M
|
+$889K
|
+9,266
|
+33%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.14M
|
+$152K
|
+1,581
|
+5%
|
|
|
7
|
Two Sigma Investments
New York
|
$2.51M
|
-$1.36M
|
-14,163
|
-34%
|
|
|
8
|
|
$1.62M
|
+$82.8K
|
+863
|
+5%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.43M
|
+$1.51M
|
+15,782
|
New
|
|
|
10
|
|
$840K
|
+$377K
|
+3,924
|
+73%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$755K
|
+$803K
|
+8,364
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$704K
|
+$748K
|
+7,799
|
New
|
|
|
13
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$701K
|
-$27.7K
|
-289
|
-4%
|
|
|
14
|
Opulen Financial Group
Arlington,
Virginia
|
$649K
|
-$150K
|
-1,568
|
-18%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$604K
|
-$13.1K
|
-137
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$572K
|
-$865K
|
-9,011
|
-59%
|
|
|
17
|
Northbridge Financial Group
Tampa,
Florida
|
$563K
|
-$3.36K
|
-35
|
-0.6%
|
|
|
18
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$551K
|
+$1.82K
|
+19
|
+0.3%
|
|
|
19
|
Independent Wealth Network
Urbandale,
Iowa
|
$478K
|
-$10.9K
|
-114
|
-2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$459K
|
-$58K
|
-604
|
-11%
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$344K
|
+$366K
|
+3,814
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$337K
|
-$5.57K
|
-58
|
-2%
|
|
|
23
|
BOS Asset Management
Springfield,
Illinois
|
$328K
|
+$26.8K
|
+279
|
+8%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$324K
|
+$52.4K
|
+546
|
+18%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$271K
|
+$96
|
+1
|
+0%
|
|
