|
1
|
|
$21.4M
|
-$6.12M
|
-167,500
|
-23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
-$8.13M
|
-222,439
|
-32%
|
|
|
3
|
|
$16.7M
|
-$4.02M
|
-109,898
|
-20%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$14.8M
|
+$2.38M
|
+65,038
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$926K
|
+25,339
|
+7%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.9M
|
+$2.47M
|
+67,694
|
+28%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.89M
|
+$4.29M
|
+117,420
|
+101%
|
|
|
8
|
Corda Investment Management
Houston,
Texas
|
$7.91M
|
+$1.29M
|
+35,375
|
+21%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.74M
|
+$3.37M
|
+92,206
|
+109%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.55M
|
+$6.27M
|
+171,551
|
+41,842%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.6M
|
-$13.5M
|
-369,427
|
-75%
|
|
|
12
|
Valentine Capital Asset Management
Danville,
California
|
$3.37M
|
+$17.5K
|
+480
|
+0.5%
|
|
|
13
|
Nottingham Advisors
Amherst,
New York
|
$2.64M
|
+$1.22M
|
+33,425
|
+93%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.62M
|
+$2.51M
|
+68,686
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.52M
|
+$1.29M
|
+35,214
|
+114%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$2.05M
|
-$3.54M
|
-96,795
|
-64%
|
|
|
17
|
VSR Financial Services
Overland Park,
Kansas
|
$2.03M
|
+$1.94M
|
+53,220
|
New
|
|
|
18
|
|
$2.02M
|
+$1.94M
|
+53,100
|
New
|
|
|
19
|
|
$1.98M
|
-$1.64M
|
-44,834
|
-46%
|
|
|
20
|
Roundview Capital
Princeton,
New Jersey
|
$1.58M
|
-$21.9K
|
-600
|
-1%
|
|
|
21
|
SG Americas Securities
New York
|
$1.51M
|
+$1.27M
|
+34,700
|
+694%
|
|
|
22
|
|
$1.29M
|
+$115K
|
+3,158
|
+10%
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$1.16M
|
-$62.5K
|
-1,711
|
-5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.14M
|
-$906K
|
-24,802
|
-45%
|
|
|
25
|
|
$862K
|
-$559K
|
-15,292
|
-40%
|
|
