|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
-$2.23M
|
-40,685
|
-5%
|
|
|
2
|
|
$41.9M
|
+$105K
|
+1,913
|
+0.2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.3M
|
-$857K
|
-15,618
|
-2%
|
|
|
4
|
Essential Planning
Portsmouth,
New Hampshire
|
$29.4M
|
+$29M
|
+527,868
|
+5,923%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$26.9M
|
-$179K
|
-3,261
|
-0.6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$1.67M
|
+30,392
|
+8%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.3M
|
-$3.94M
|
-71,878
|
-18%
|
|
|
8
|
Shore Point Advisors
Brielle,
New Jersey
|
$15.2M
|
+$87.4K
|
+1,593
|
+0.6%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$14.7M
|
+$1.43M
|
+26,056
|
+11%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$14M
|
-$2.21M
|
-40,192
|
-13%
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$10.1M
|
-$462K
|
-8,418
|
-4%
|
|
|
12
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$7.41M
|
-$140K
|
-2,559
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.44M
|
-$349K
|
-6,363
|
-5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.05M
|
+$64.1K
|
+1,168
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.98M
|
-$149K
|
-2,715
|
-2%
|
|
|
16
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$5.82M
|
-$533K
|
-9,722
|
-8%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$5.18M
|
+$5.27M
|
+96,108
|
New
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$4.31M
|
+$4.39M
|
+79,965
|
New
|
|
|
19
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$3.97M
|
-$55.1K
|
-1,004
|
-1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$3.78M
|
-$31.7K
|
-577
|
-0.8%
|
|
|
21
|
First Western Trust Bank
Denver,
Colorado
|
$3.76M
|
–
|
–
|
–
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$3.64M
|
-$108K
|
-1,970
|
-3%
|
|
|
23
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3.42M
|
-$10.4K
|
-190
|
-0.3%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$3.25M
|
-$348K
|
-6,348
|
-10%
|
|
|
25
|
|
$2.78M
|
-$421K
|
-7,680
|
-13%
|
|
