|
1
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
+$15.7M
|
+819,426
|
+164%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$14.3M
|
-$170K
|
-8,887
|
-1%
|
|
|
3
|
Bank of New York Mellon
New York
|
$10.3M
|
-$238K
|
-12,455
|
-2%
|
|
|
4
|
Longer Investments
Fayetteville,
Arkansas
|
$9.94M
|
+$587K
|
+30,745
|
+6%
|
|
|
5
|
|
$7.47M
|
-$1.18M
|
-61,794
|
-13%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.24M
|
-$3.44M
|
-180,082
|
-31%
|
|
|
7
|
ETrade Capital Management
Arlington,
Virginia
|
$5.57M
|
+$131K
|
+6,843
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.56M
|
+$1.01M
|
+52,625
|
+21%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.51M
|
+$2.63M
|
+137,688
|
+125%
|
|
|
10
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$3.63M
|
+$3.82M
|
+199,900
|
New
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$3.22M
|
-$1.3M
|
-67,892
|
-28%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.04M
|
-$1.71M
|
-89,341
|
-35%
|
|
|
13
|
|
$2.49M
|
+$2.62M
|
+136,904
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.48M
|
-$458K
|
-23,963
|
-15%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.14M
|
-$208K
|
-10,866
|
-8%
|
|
|
16
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.53M
|
+$42.4K
|
+2,220
|
+3%
|
|
|
17
|
National Planning Corporation
El Segundo,
California
|
$1.22M
|
-$68.5K
|
-3,584
|
-5%
|
|
|
18
|
Virtu KCG Holdings
New York
|
$1.22M
|
+$153K
|
+7,983
|
+14%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.2M
|
-$436K
|
-22,805
|
-26%
|
|
|
20
|
|
$1.2M
|
-$15.5K
|
-809
|
-1%
|
|
|
21
|
Crosspoint Capital Strategies
Orinda,
California
|
$1.14M
|
+$972K
|
+50,865
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
-$182K
|
-9,542
|
-14%
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$958K
|
+$1M
|
+52,513
|
New
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$856K
|
-$145K
|
-7,608
|
-14%
|
|
|
25
|
Country Club Trust
Kansas City,
Missouri
|
$796K
|
-$407K
|
-21,310
|
-33%
|
|
