|
1
|
UBS Group
Zurich,
Switzerland
|
$5.62M
|
+$14.5K
|
+656
|
+0.3%
|
|
|
2
|
Lucia Wealth Services
San Diego,
California
|
$5.23M
|
-$194K
|
-8,792
|
-4%
|
|
|
3
|
|
$4.04M
|
+$148K
|
+6,704
|
+4%
|
|
|
4
|
|
$3.52M
|
-$902K
|
-40,900
|
-20%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.01M
|
+$213K
|
+9,674
|
+8%
|
|
|
6
|
|
$2.53M
|
+$180K
|
+8,138
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.41M
|
+$134K
|
+6,067
|
+6%
|
|
|
8
|
TSP Capital Management Group
Summit,
New Jersey
|
$1.63M
|
-$1.61M
|
-72,975
|
Closed
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.42M
|
+$22.6K
|
+1,026
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$31.4K
|
+1,425
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$969K
|
-$25.1K
|
-1,140
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$943K
|
-$39.8K
|
-1,805
|
-4%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$930K
|
+$555K
|
+25,165
|
+146%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$832K
|
-$45.2K
|
-2,049
|
-5%
|
|
|
15
|
|
$829K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$723K
|
-$15.4K
|
-700
|
-2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$648K
|
+$74.3K
|
+3,369
|
+13%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$477K
|
-$1.88K
|
-85
|
-0.4%
|
|
|
19
|
NWAM LLC
Mercer Island,
Washington
|
$468K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$441K
|
-$27.1K
|
-1,228
|
-6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$399K
|
-$5.51K
|
-250
|
-1%
|
|
|
22
|
McRae Capital Management
Morristown,
New Jersey
|
$367K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$294K
|
+$295K
|
+13,355
|
New
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$277K
|
+$11K
|
+500
|
+4%
|
|
|
25
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$261K
|
–
|
–
|
–
|
|
