|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.7M
|
-$1.41M
|
-22,198
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$695K
|
+10,919
|
+7%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.7M
|
-$153K
|
-2,408
|
-2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.85M
|
+$695K
|
+10,923
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.61M
|
+$626K
|
+9,834
|
+13%
|
|
|
6
|
|
$5.4M
|
+$2.1M
|
+33,005
|
+66%
|
|
|
7
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.62M
|
-$6.11K
|
-96
|
-0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.27M
|
-$108K
|
-1,699
|
-3%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.29M
|
+$16.7K
|
+262
|
+1%
|
|
|
10
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.28M
|
-$429K
|
-6,737
|
-25%
|
|
|
11
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.14M
|
+$115K
|
+1,803
|
+12%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
+$996K
|
+15,664
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$883K
|
-$240K
|
-3,770
|
-22%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$873K
|
-$279K
|
-4,386
|
-25%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$612K
|
+$352K
|
+5,527
|
+142%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$604K
|
+$369K
|
+5,797
|
+166%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$570K
|
–
|
–
|
–
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$502K
|
+$491K
|
+7,717
|
New
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$482K
|
+$472K
|
+7,420
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$480K
|
+$125K
|
+1,967
|
+36%
|
|
|
21
|
Moors & Cabot
Boston,
Massachusetts
|
$454K
|
-$763
|
-12
|
-0.2%
|
|
|
22
|
SignalPoint Asset Management
Springfield,
Missouri
|
$333K
|
+$326K
|
+5,126
|
New
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$330K
|
-$318
|
-5
|
-0.1%
|
|
|
24
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$317K
|
–
|
–
|
–
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$292K
|
+$15.8K
|
+249
|
+6%
|
|
