|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.9M
|
-$257K
|
-4,049
|
-0.5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10M
|
+$347K
|
+5,466
|
+4%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.63M
|
-$48.9K
|
-770
|
-0.6%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.73M
|
+$398K
|
+6,271
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.84M
|
-$485K
|
-7,640
|
-9%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.51M
|
-$33.3K
|
-524
|
-0.7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.27M
|
-$364K
|
-5,737
|
-8%
|
|
|
8
|
|
$3.17M
|
+$256K
|
+4,032
|
+9%
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.68M
|
+$1.68M
|
+26,492
|
New
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$1.24M
|
-$445
|
-7
|
-0%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$163K
|
-2,562
|
-13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.1M
|
+$324K
|
+5,095
|
+42%
|
|
|
13
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$992K
|
+$103K
|
+1,627
|
+12%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$555K
|
–
|
–
|
–
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$530K
|
-$2.86K
|
-45
|
-0.5%
|
|
|
16
|
Moors & Cabot
Boston,
Massachusetts
|
$432K
|
+$6.35K
|
+100
|
+1%
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$386K
|
+$4.57K
|
+72
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$357K
|
-$106K
|
-1,668
|
-23%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$342K
|
-$2.29M
|
-36,041
|
-87%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$331K
|
-$256K
|
-4,034
|
-44%
|
|
|
21
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$309K
|
–
|
–
|
–
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$269K
|
+$20.3K
|
+320
|
+8%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$246K
|
+$247K
|
+3,888
|
New
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$232K
|
-$17.5K
|
-275
|
-7%
|
|
|
25
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$228K
|
+$229K
|
+3,600
|
New
|
|
