|
1
|
UBS Group
Zurich,
Switzerland
|
$4.66M
|
-$175K
|
-8,542
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.54M
|
+$4.05M
|
+197,963
|
+461%
|
|
|
3
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.48M
|
+$3.78M
|
+184,940
|
New
|
|
|
4
|
Lucia Wealth Services
San Diego,
California
|
$3.36M
|
-$1.22M
|
-59,640
|
-25%
|
|
|
5
|
|
$3.32M
|
+$329K
|
+16,096
|
+10%
|
|
|
6
|
|
$2.98M
|
-$526K
|
-25,727
|
-14%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.94M
|
+$389K
|
+19,024
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$35.1K
|
+1,717
|
+2%
|
|
|
9
|
|
$1.97M
|
-$213K
|
-10,399
|
-9%
|
|
|
10
|
TSP Capital Management Group
Summit,
New Jersey
|
$1.41M
|
+$1.53M
|
+74,775
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.23M
|
+$124K
|
+6,042
|
+10%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.07M
|
+$256K
|
+12,518
|
+28%
|
|
|
13
|
Buffington Mohr McNeal
Boise,
Idaho
|
$829K
|
+$900K
|
+44,000
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$722K
|
-$533K
|
-26,092
|
-40%
|
|
|
15
|
|
$710K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$640K
|
-$157K
|
-7,660
|
-18%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$625K
|
+$5.93K
|
+290
|
+0.9%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$593K
|
-$128K
|
-6,284
|
-17%
|
|
|
19
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$560K
|
+$608K
|
+29,750
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$513K
|
-$46K
|
-2,248
|
-8%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$402K
|
+$26K
|
+1,274
|
+6%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$401K
|
-$8.48K
|
-415
|
-2%
|
|
|
23
|
NWAM LLC
Mercer Island,
Washington
|
$401K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$349K
|
+$8.18K
|
+400
|
+2%
|
|
|
25
|
McRae Capital Management
Morristown,
New Jersey
|
$301K
|
-$14.3K
|
-700
|
-4%
|
|
