|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$49.3M
|
-$429K
|
-6,924
|
-0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.36M
|
+$5.88M
|
+94,779
|
+181%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.03M
|
+$7.82M
|
+126,198
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.49M
|
+$876K
|
+14,133
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.9M
|
-$4.25M
|
-68,495
|
-47%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.5M
|
+$25.5K
|
+412
|
+0.6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.63M
|
+$240K
|
+3,877
|
+7%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.82M
|
-$554K
|
-8,942
|
-17%
|
|
|
9
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.48M
|
+$479K
|
+7,728
|
+25%
|
|
|
10
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.77M
|
+$648K
|
+10,460
|
+60%
|
|
|
11
|
|
$1.49M
|
-$829K
|
-13,374
|
-36%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$5.21K
|
+84
|
+0.4%
|
|
|
13
|
|
$1.25M
|
+$1.22M
|
+19,667
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$1.16M
|
-$744
|
-12
|
-0.1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$193K
|
+3,117
|
+23%
|
|
|
16
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$697K
|
+$300K
|
+4,842
|
+79%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$564K
|
-$34.7K
|
-560
|
-6%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$560K
|
–
|
–
|
–
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$558K
|
+$544K
|
+8,775
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$501K
|
+$488K
|
+7,870
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$444K
|
-$235K
|
-3,797
|
-35%
|
|
|
22
|
Tradewinds Capital Management
Bellingham,
Washington
|
$412K
|
+$61.5K
|
+992
|
+18%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$395K
|
+$19.9K
|
+321
|
+5%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$362K
|
-$329K
|
-5,300
|
-48%
|
|
|
25
|
Moors & Cabot
Boston,
Massachusetts
|
$360K
|
+$55.8K
|
+900
|
+19%
|
|
