|
1
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$371K
|
+7,786
|
+3%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.77M
|
-$5.55M
|
-116,571
|
Closed
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.69M
|
+$84.3K
|
+1,772
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.46M
|
+$53.1K
|
+1,116
|
+1%
|
|
|
5
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.88M
|
+$2.82M
|
+59,260
|
New
|
|
|
6
|
|
$1.68M
|
+$195K
|
+4,100
|
+13%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.57M
|
+$724K
|
+15,219
|
+89%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.52M
|
+$319K
|
+6,703
|
+27%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.13M
|
-$66.6K
|
-1,399
|
-6%
|
|
|
10
|
|
$891K
|
-$1.24M
|
-26,088
|
-59%
|
|
|
11
|
Bank of New York Mellon
New York
|
$848K
|
-$694K
|
-14,573
|
-45%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$660K
|
+$648K
|
+13,615
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$437K
|
-$78.5K
|
-1,650
|
-15%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$418K
|
+$38.1K
|
+800
|
+10%
|
|
|
15
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$415K
|
-$157K
|
-3,308
|
-28%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$344K
|
+$2.57K
|
+54
|
+0.8%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$340K
|
+$96.4K
|
+2,026
|
+41%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$288K
|
+$283K
|
+5,943
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
20
|
Verus Financial Partners
Richmond,
Virginia
|
$254K
|
+$250K
|
+5,246
|
New
|
|
|
21
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$253K
|
+$249K
|
+5,225
|
New
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$249K
|
+$245K
|
+5,141
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$76K
|
+$4.95K
|
+104
|
+7%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69K
|
-$60.3K
|
-1,266
|
-47%
|
|
|
25
|
Kings Point Capital Management
Great Neck,
New York
|
$68K
|
+$66.6K
|
+1,400
|
New
|
|
