|
1
|
UBS Group
Zurich,
Switzerland
|
$5.55M
|
-$942K
|
-45,024
|
-15%
|
|
|
2
|
Lucia Wealth Services
San Diego,
California
|
$5.38M
|
+$113K
|
+5,418
|
+2%
|
|
|
3
|
|
$4.38M
|
-$73.2K
|
-3,495
|
-2%
|
|
|
4
|
|
$3.86M
|
-$45.3K
|
-2,162
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.77M
|
+$163K
|
+7,769
|
+7%
|
|
|
6
|
|
$2.33M
|
-$17.5K
|
-835
|
-0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.25M
|
-$35.4K
|
-1,693
|
-2%
|
|
|
8
|
TSP Capital Management Group
Summit,
New Jersey
|
$1.59M
|
+$31K
|
+1,480
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
-$4.06K
|
-194
|
-0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.26M
|
-$154K
|
-7,336
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$985K
|
-$15.2K
|
-727
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$974K
|
+$565K
|
+26,987
|
+152%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$869K
|
+$42.5K
|
+2,031
|
+5%
|
|
|
14
|
|
$821K
|
+$372K
|
+17,756
|
+89%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$732K
|
+$16.7K
|
+800
|
+2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$569K
|
+$34.6K
|
+1,654
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$474K
|
+$456K
|
+21,780
|
New
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$464K
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$463K
|
+$7.66K
|
+366
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$400K
|
+$36.8K
|
+1,756
|
+11%
|
|
|
21
|
Monroe Bank & Trust
Monroe,
Michigan
|
$385K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$374K
|
-$210K
|
-10,019
|
-37%
|
|
|
23
|
McRae Capital Management
Morristown,
New Jersey
|
$364K
|
-$7.85K
|
-375
|
-2%
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$264K
|
+$4.19K
|
+200
|
+2%
|
|
|
25
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$259K
|
-$25.6K
|
-1,225
|
-9%
|
|
