|
1
|
|
$34.8M
|
+$11M
|
+298,311
|
+47%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$1.47M
|
+39,941
|
+9%
|
|
|
3
|
Lourd Capital
Beverly Hills,
California
|
$14.4M
|
+$313K
|
+8,477
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
+$5.92M
|
+160,242
|
+95%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$6.28M
|
+$690K
|
+18,698
|
+13%
|
|
|
6
|
|
$6.27M
|
-$1.16M
|
-31,536
|
-16%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.27M
|
+$584K
|
+15,813
|
+10%
|
|
|
8
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.59M
|
+$155K
|
+4,202
|
+3%
|
|
|
9
|
Tactical Allocation Group
Birmingham,
Michigan
|
$4.59M
|
-$1.38M
|
-37,350
|
-23%
|
|
|
10
|
BNP Paribas Financial Markets
Paris,
France
|
$3.7M
|
-$117K
|
-3,174
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.42M
|
-$960K
|
-25,990
|
-22%
|
|
|
12
|
Horizon Investments
Charlotte,
North Carolina
|
$3.2M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
-$55.4K
|
-1,499
|
-2%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.73M
|
+$2.45M
|
+66,251
|
+964%
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$2.68M
|
-$9.53K
|
-258
|
-0.4%
|
|
|
16
|
VSR Financial Services
Overland Park,
Kansas
|
$2.21M
|
+$425K
|
+11,516
|
+24%
|
|
|
17
|
Leuthold Group
Minneapolis,
Minnesota
|
$2.16M
|
–
|
–
|
–
|
|
|
18
|
|
$2.1M
|
-$87.6K
|
-2,371
|
-4%
|
|
|
19
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.89M
|
+$272K
|
+7,367
|
+17%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.59M
|
+$1.08M
|
+29,225
|
+219%
|
|
|
21
|
American International Group
New York
|
$1.56M
|
+$167K
|
+4,512
|
+12%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$1.4M
|
+$609K
|
+16,499
|
+78%
|
|
|
23
|
Baird
Milwaukee,
Wisconsin
|
$1.32M
|
+$1.31M
|
+35,459
|
New
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.18M
|
-$410K
|
-11,091
|
-26%
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$970K
|
+$135K
|
+3,665
|
+16%
|
|
