|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$17.1M
|
-$1.97M
|
-30,346
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$2.33M
|
+36,014
|
+18%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.62M
|
-$2.16M
|
-33,385
|
-20%
|
|
|
4
|
FLC Capital Advisors
Palm Desert,
California
|
$7.76M
|
+$392K
|
+6,051
|
+5%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.85M
|
-$133K
|
-2,050
|
-2%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.8M
|
-$59.1K
|
-911
|
-1%
|
|
|
7
|
|
$3.78M
|
+$65
|
+1
|
+0%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.73M
|
+$130K
|
+2,009
|
+4%
|
|
|
9
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.8M
|
+$2.85M
|
+43,973
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.57M
|
-$453K
|
-6,991
|
-15%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.35M
|
+$2.39M
|
+36,879
|
New
|
|
|
12
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2M
|
+$2.04M
|
+31,420
|
New
|
|
|
13
|
IFG Advisory
Atlanta,
Georgia
|
$1.74M
|
+$1.49M
|
+23,036
|
+206%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.28M
|
+$1.31M
|
+20,153
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.15M
|
+$73.1K
|
+1,127
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$965K
|
+$380K
|
+5,865
|
+63%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$898K
|
+$247K
|
+3,810
|
+37%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$672K
|
+$375K
|
+5,781
|
+121%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$579K
|
-$11.1K
|
-171
|
-2%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$568K
|
–
|
–
|
–
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$559K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$554K
|
+$26.5K
|
+409
|
+5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$473K
|
+$176K
|
+2,721
|
+59%
|
|
|
24
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$472K
|
-$582K
|
-8,979
|
-55%
|
|
|
25
|
361 Capital
Denver,
Colorado
|
$440K
|
+$22.5K
|
+347
|
+5%
|
|
