|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$26.4M
|
-$1.5M
|
-24,352
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.07M
|
+$724K
|
+11,736
|
+15%
|
|
|
3
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.59M
|
-$283K
|
-4,591
|
-6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.89M
|
+$3.56M
|
+57,814
|
+4,273%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.47M
|
+$2.9M
|
+47,019
|
+813%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.33M
|
+$238K
|
+3,866
|
+12%
|
|
|
7
|
|
$2.28M
|
+$842K
|
+13,652
|
+65%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.14M
|
+$191K
|
+3,094
|
+11%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$1.68M
|
+$200K
|
+3,243
|
+15%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.23M
|
+$893K
|
+14,481
|
+345%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.23M
|
+$1.14M
|
+18,570
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
+$1.14M
|
+18,447
|
New
|
|
|
13
|
VSR Financial Services
Overland Park,
Kansas
|
$1.09M
|
+$1.03M
|
+16,629
|
New
|
|
|
14
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.08M
|
-$712K
|
-11,545
|
-41%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$832K
|
-$505K
|
-8,186
|
-40%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$723K
|
+$456K
|
+7,401
|
+206%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$703K
|
+$659K
|
+10,694
|
New
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$372K
|
–
|
–
|
–
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$348K
|
+$550K
|
+8,925
|
New
|
|
|
20
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$339K
|
–
|
–
|
–
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$265K
|
+$248K
|
+4,026
|
New
|
|
|
22
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
23
|
HL Financial Services
Louisville,
Kentucky
|
$210K
|
+$196K
|
+3,186
|
New
|
|
|
24
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$168K
|
–
|
–
|
–
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$90K
|
-$139K
|
-2,251
|
-62%
|
|
