|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.9M
|
+$4.44M
|
+87,698
|
+11%
|
|
|
2
|
|
$40.8M
|
-$2.08M
|
-41,021
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.3M
|
+$2.86M
|
+56,428
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$26.5M
|
+$771K
|
+15,209
|
+3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.7M
|
+$163K
|
+3,210
|
+0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.3M
|
+$512K
|
+10,097
|
+3%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$15.8M
|
-$1.77M
|
-34,915
|
-10%
|
|
|
8
|
Shore Point Advisors
Brielle,
New Jersey
|
$14.7M
|
+$33.7K
|
+664
|
+0.2%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$13M
|
+$2.13M
|
+42,052
|
+21%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$10.3M
|
-$733K
|
-14,457
|
-7%
|
|
|
11
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$7.38M
|
-$54.7K
|
-1,079
|
-0.8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
-$36.6K
|
-722
|
-0.6%
|
|
|
13
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$6.21M
|
-$189K
|
-3,736
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.99M
|
-$974K
|
-19,212
|
-14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.86M
|
-$1.04M
|
-20,577
|
-16%
|
|
|
16
|
9258 Wealth Management
Blue Ash,
Ohio
|
$4.22M
|
-$323K
|
-6,382
|
-7%
|
|
|
17
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$3.94M
|
+$3.78M
|
+74,646
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.73M
|
-$239K
|
-4,717
|
-6%
|
|
|
19
|
First Western Trust Bank
Denver,
Colorado
|
$3.68M
|
–
|
–
|
–
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$3.66M
|
-$278K
|
-5,487
|
-7%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$3.52M
|
-$101K
|
-1,985
|
-3%
|
|
|
22
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3.36M
|
-$5.07K
|
-100
|
-0.2%
|
|
|
23
|
|
$3.13M
|
+$751K
|
+14,812
|
+33%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.08M
|
-$6M
|
-118,388
|
-67%
|
|
|
25
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.8M
|
-$211K
|
-4,173
|
-7%
|
|
