|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$2.08M
|
+32,540
|
+14%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$17.6M
|
-$660K
|
-10,313
|
-4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.53M
|
-$30K
|
-469
|
-0.3%
|
|
|
4
|
FLC Capital Advisors
Palm Desert,
California
|
$8.5M
|
+$282K
|
+4,398
|
+4%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.16M
|
-$93.1K
|
-1,455
|
-2%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.07M
|
-$55K
|
-860
|
-1%
|
|
|
7
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$4.96M
|
+$2.3M
|
+36,011
|
+98%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.2M
|
+$193K
|
+3,017
|
+5%
|
|
|
9
|
|
$3.94M
|
-$93.6K
|
-1,462
|
-2%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.89M
|
-$94.4K
|
-1,475
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
-$135K
|
-2,112
|
-5%
|
|
|
12
|
IFG Advisory
Atlanta,
Georgia
|
$2.2M
|
+$405K
|
+6,333
|
+19%
|
|
|
13
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.16M
|
+$17.4K
|
+272
|
+0.9%
|
|
|
14
|
Glovista Investments
Jersey City,
New Jersey
|
$1.91M
|
+$1.8M
|
+28,151
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.45M
|
+$891K
|
+13,914
|
+189%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.26M
|
+$32.6K
|
+509
|
+3%
|
|
|
17
|
|
$1.24M
|
+$1.16M
|
+18,200
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.17M
|
-$196K
|
-3,063
|
-15%
|
|
|
19
|
|
$1.06M
|
+$1,000K
|
+15,623
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
-$4.8K
|
-75
|
-0.5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$722K
|
+$3.2K
|
+50
|
+0.5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$683K
|
+$60.2K
|
+941
|
+10%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$607K
|
–
|
–
|
–
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$597K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$553K
|
+$520K
|
+8,126
|
New
|
|
