|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$2.46M
|
+31,270
|
+7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$16M
|
-$1.04M
|
-13,158
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$6.48M
|
+82,324
|
+84%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.3M
|
-$1.32M
|
-16,789
|
-11%
|
|
|
5
|
FLC Capital Advisors
Palm Desert,
California
|
$9.87M
|
-$206K
|
-2,614
|
-2%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$5.78M
|
+$6.06M
|
+76,993
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.35M
|
-$273K
|
-3,469
|
-5%
|
|
|
8
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.33M
|
-$545K
|
-6,924
|
-9%
|
|
|
9
|
|
$4.99M
|
+$637K
|
+8,095
|
+14%
|
|
|
10
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.97M
|
-$1.52M
|
-19,239
|
-23%
|
|
|
11
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.84M
|
-$507K
|
-6,440
|
-9%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.4M
|
+$810K
|
+10,283
|
+21%
|
|
|
13
|
IFG Advisory
Atlanta,
Georgia
|
$3.43M
|
+$727K
|
+9,228
|
+25%
|
|
|
14
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.21M
|
+$22.1K
|
+281
|
+0.7%
|
|
|
15
|
|
$3.08M
|
+$2.6M
|
+33,023
|
+412%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.81M
|
+$241K
|
+3,063
|
+9%
|
|
|
17
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.1M
|
-$117K
|
-1,489
|
-5%
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
$1.97M
|
+$2.06M
|
+26,221
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.81M
|
+$110K
|
+1,398
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.21M
|
+$462K
|
+5,864
|
+57%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.1M
|
+$1.14M
|
+14,419
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$5.16M
|
-65,488
|
-82%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$852K
|
+$33.6K
|
+427
|
+4%
|
|
|
24
|
SG Americas Securities
New York
|
$728K
|
+$763K
|
+9,690
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$712K
|
–
|
–
|
–
|
|
