|
1
|
Asset Dedication LLC
San Francisco,
California
|
$7.57M
|
+$2.32M
|
+96,758
|
+44%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.03M
|
+$7.04M
|
+292,989
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.69M
|
-$189K
|
-7,857
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5M
|
+$3.59M
|
+149,626
|
+255%
|
|
|
5
|
|
$4.11M
|
+$190K
|
+7,918
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.97M
|
-$181K
|
-7,549
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.49M
|
-$70.7K
|
-2,945
|
-3%
|
|
|
8
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.2M
|
-$144K
|
-6,000
|
-6%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.14M
|
-$12.7K
|
-530
|
-0.6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.1M
|
-$63.4K
|
-2,639
|
-3%
|
|
|
11
|
|
$1.58M
|
+$1.58M
|
+65,729
|
New
|
|
|
12
|
|
$1.26M
|
-$355K
|
-14,787
|
-22%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$263K
|
+10,961
|
+27%
|
|
|
14
|
|
$1.19M
|
-$144K
|
-5,998
|
-11%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
+$1.05M
|
+43,542
|
New
|
|
|
16
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$976K
|
-$75.3K
|
-3,134
|
-7%
|
|
|
17
|
Flow Traders U.S.
New York
|
$950K
|
-$1.78M
|
-74,006
|
-65%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$656K
|
–
|
–
|
–
|
|
|
19
|
Leavell Investment Management
Mobile,
Alabama
|
$622K
|
–
|
–
|
–
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$544K
|
+$15.2K
|
+632
|
+3%
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$394K
|
-$9.61K
|
-400
|
-2%
|
|
|
22
|
Bellecapital
Zurich,
Switzerland
|
$393K
|
–
|
–
|
–
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$372K
|
-$1.22M
|
-50,960
|
-77%
|
|
|
24
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$365K
|
–
|
–
|
–
|
|
|
25
|
Advance Capital Management
Southfield,
Michigan
|
$334K
|
+$50.1K
|
+2,085
|
+18%
|
|
