|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$25.2M
|
-$1.5M
|
-26,263
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.77M
|
-$19K
|
-334
|
-0.4%
|
|
|
3
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.41M
|
-$311K
|
-5,470
|
-7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.87M
|
+$442K
|
+7,758
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
-$1.25M
|
-21,967
|
-43%
|
|
|
6
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.66M
|
-$4.51M
|
-79,233
|
-74%
|
|
|
7
|
Advisory Alpha
Holland,
Michigan
|
$1.32M
|
+$26.2K
|
+460
|
+2%
|
|
|
8
|
|
$1.24M
|
-$564K
|
-9,914
|
-32%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.19M
|
+$14.5K
|
+254
|
+1%
|
|
|
10
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$499K
|
+$235K
|
+4,127
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$343K
|
-$65.6K
|
-1,152
|
-17%
|
|
|
12
|
KCM Investment Advisors
Greenbrae,
California
|
$335K
|
–
|
–
|
–
|
|
|
13
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$305K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$249K
|
-$47.9K
|
-841
|
-17%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$221K
|
-$1.78M
|
-31,214
|
-89%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$215K
|
-$25.8K
|
-454
|
-11%
|
|
|
17
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$213K
|
-$28.5K
|
-500
|
-12%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$213K
|
+$205K
|
+3,594
|
New
|
|
|
19
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$151K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80K
|
+$8.54K
|
+150
|
+12%
|
|
|
21
|
American International Group
New York
|
$36K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$32K
|
-$3.42K
|
-60
|
-10%
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
24
|
|
$14K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$2.28K
|
+40
|
+28%
|
|
