|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.83M
|
+$138K
|
+4,023
|
+2%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$5.86M
|
-$97.6K
|
-2,847
|
-1%
|
|
|
3
|
Oppenheimer Asset Management
New York
|
$3.59M
|
-$137
|
-4
|
-0%
|
|
|
4
|
|
$3.47M
|
-$1.59M
|
-46,376
|
-29%
|
|
|
5
|
|
$2.44M
|
+$795K
|
+23,177
|
+42%
|
|
|
6
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.61M
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$242K
|
-7,066
|
-16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$831K
|
+$182K
|
+5,318
|
+25%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$626K
|
+$28.3K
|
+826
|
+4%
|
|
|
10
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$515K
|
+$44.6K
|
+1,301
|
+8%
|
|
|
11
|
FAS Wealth Partners
Leawood,
Kansas
|
$465K
|
–
|
–
|
–
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$448K
|
-$64.9K
|
-1,893
|
-12%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$338K
|
-$281K
|
-8,208
|
-43%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$308K
|
-$22.8K
|
-664
|
-6%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$301K
|
-$12.3K
|
-359
|
-4%
|
|
|
16
|
Bank of New York Mellon
New York
|
$292K
|
–
|
–
|
–
|
|
|
17
|
Wealthfront Advisers
Palo Alto,
California
|
$260K
|
+$288K
|
+8,388
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$244K
|
-$1.23K
|
-36
|
-0.5%
|
|
|
19
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$241K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$227K
|
+$16K
|
+467
|
+7%
|
|
|
21
|
Great Diamond Partners
Portland,
Maine
|
$227K
|
+$251K
|
+7,329
|
New
|
|
|
22
|
IMA Advisory Services
Denver,
Colorado
|
$172K
|
–
|
–
|
–
|
|
|
23
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$69K
|
-$20.6K
|
-602
|
-21%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$37K
|
–
|
–
|
–
|
|
