|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$13.9M
|
-$31.8M
|
-498,104
|
-69%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$936K
|
-14,644
|
-8%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.82M
|
+$823K
|
+12,873
|
+10%
|
|
|
4
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.04M
|
+$373K
|
+5,840
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.35M
|
+$85.1K
|
+1,332
|
+2%
|
|
|
6
|
|
$5M
|
+$169K
|
+2,652
|
+3%
|
|
|
7
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.48M
|
+$94K
|
+1,471
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
-$633K
|
-9,910
|
-17%
|
|
|
9
|
|
$1.78M
|
-$144K
|
-2,250
|
-7%
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$1.5M
|
+$296K
|
+4,627
|
+23%
|
|
|
11
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.33M
|
+$83.8K
|
+1,312
|
+6%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.16M
|
+$1.2M
|
+18,844
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$997K
|
+$61.7K
|
+965
|
+6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$824K
|
-$78.5K
|
-1,228
|
-8%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$764K
|
+$136K
|
+2,125
|
+21%
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$587K
|
+$18.2K
|
+285
|
+3%
|
|
|
17
|
|
$564K
|
+$132K
|
+2,060
|
+29%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$540K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$531K
|
-$144K
|
-2,250
|
-21%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$521K
|
-$12.8K
|
-200
|
-2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$445K
|
-$74.8K
|
-1,170
|
-14%
|
|
|
22
|
361 Capital
Denver,
Colorado
|
$383K
|
+$398K
|
+6,229
|
New
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$302K
|
+$12.8K
|
+200
|
+4%
|
|
|
24
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$298K
|
-$1.6K
|
-25
|
-0.5%
|
|
|
25
|
SignalPoint Asset Management
Springfield,
Missouri
|
$297K
|
-$1.21K
|
-19
|
-0.4%
|
|
