|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$18.1M
|
+$4.87M
|
+82,661
|
+36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$5.7M
|
+96,615
|
+111%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.5M
|
+$1.86M
|
+31,575
|
+22%
|
|
|
4
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.83M
|
+$112K
|
+1,908
|
+2%
|
|
|
5
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.42M
|
+$144K
|
+2,449
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.32M
|
+$447K
|
+7,579
|
+15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
-$7.02M
|
-119,094
|
-70%
|
|
|
8
|
|
$2.43M
|
-$2.35M
|
-39,931
|
-49%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.47M
|
+$31.1K
|
+527
|
+2%
|
|
|
10
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.42M
|
+$150K
|
+2,546
|
+12%
|
|
|
11
|
|
$1.07M
|
-$624K
|
-10,590
|
-37%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$78.9K
|
+1,338
|
+8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$569K
|
+$63.5K
|
+1,077
|
+12%
|
|
|
14
|
IFG Advisory
Atlanta,
Georgia
|
$567K
|
+$6.96K
|
+118
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$542K
|
-$245K
|
-4,162
|
-31%
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$524K
|
+$26.5K
|
+450
|
+5%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$515K
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$407K
|
-$17.5K
|
-297
|
-4%
|
|
|
19
|
361 Capital
Denver,
Colorado
|
$368K
|
+$2.12K
|
+36
|
+0.6%
|
|
|
20
|
SignalPoint Asset Management
Springfield,
Missouri
|
$299K
|
+$16.7K
|
+284
|
+6%
|
|
|
21
|
|
$296K
|
-$242K
|
-4,111
|
-45%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$295K
|
+$6.37K
|
+108
|
+2%
|
|
|
23
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$285K
|
–
|
–
|
–
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$263K
|
–
|
–
|
–
|
|
|
25
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$229K
|
+$10.7K
|
+182
|
+5%
|
|
