|
1
|
UBS Group
Zurich,
Switzerland
|
$6.14M
|
-$98.2K
|
-4,767
|
-2%
|
|
|
2
|
Lucia Wealth Services
San Diego,
California
|
$4.95M
|
+$1.54M
|
+74,548
|
+45%
|
|
|
3
|
|
$4.19M
|
+$17.7K
|
+861
|
+0.4%
|
|
|
4
|
|
$3.67M
|
-$298K
|
-14,462
|
-7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.44M
|
+$56.1K
|
+2,725
|
+2%
|
|
|
6
|
|
$2.2M
|
-$433K
|
-21,016
|
-16%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.15M
|
+$268K
|
+13,004
|
+14%
|
|
|
8
|
TSP Capital Management Group
Summit,
New Jersey
|
$1.46M
|
+$96.8K
|
+4,700
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.34M
|
-$66.1K
|
-3,210
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
-$177K
|
-8,574
|
-12%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$941K
|
+$89.9K
|
+4,367
|
+11%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$776K
|
-$31.1K
|
-1,508
|
-4%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$672K
|
-$8.24K
|
-400
|
-1%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$557K
|
-$220K
|
-10,690
|
-28%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$501K
|
+$2.7K
|
+131
|
+0.5%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$436K
|
-$11.2K
|
-544
|
-2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$428K
|
-$147K
|
-7,150
|
-25%
|
|
|
18
|
|
$409K
|
+$28.8K
|
+1,399
|
+8%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$372K
|
+$374K
|
+18,176
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$366K
|
+$174K
|
+8,450
|
+91%
|
|
|
21
|
Monroe Bank & Trust
Monroe,
Michigan
|
$362K
|
–
|
–
|
–
|
|
|
22
|
McRae Capital Management
Morristown,
New Jersey
|
$350K
|
-$16.5K
|
-800
|
-4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$341K
|
-$108K
|
-5,223
|
-24%
|
|
|
24
|
Doliver Advisors
Houston,
Texas
|
$310K
|
+$312K
|
+15,132
|
New
|
|
|
25
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$268K
|
+$25.2K
|
+1,225
|
+10%
|
|
