|
1
|
Lourd Capital
Beverly Hills,
California
|
$11.4M
|
-$1.08M
|
-34,587
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$284K
|
+9,118
|
+3%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.07M
|
-$601K
|
-19,303
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.93M
|
+$4.47M
|
+143,753
|
+295%
|
|
|
5
|
|
$4.88M
|
+$1.28M
|
+41,053
|
+35%
|
|
|
6
|
|
$3.89M
|
-$558K
|
-17,924
|
-12%
|
|
|
7
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.64M
|
-$12.7K
|
-408
|
-0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.49M
|
-$909K
|
-29,211
|
-21%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.31M
|
+$661K
|
+21,241
|
+25%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$3.09M
|
-$10.1M
|
-324,453
|
-76%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.13M
|
+$879K
|
+28,255
|
+69%
|
|
|
12
|
First Trust Advisors
Wheaton,
Illinois
|
$2.08M
|
-$49.1K
|
-1,579
|
-2%
|
|
|
13
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.91M
|
+$246K
|
+7,907
|
+15%
|
|
|
14
|
Risk Paradigm Group
Austin,
Texas
|
$1.88M
|
+$86.6K
|
+2,784
|
+5%
|
|
|
15
|
Bluefin Capital Management
New York
|
$1.74M
|
+$1.76M
|
+56,455
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
-$89.7K
|
-2,883
|
-7%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$981K
|
+$155K
|
+4,996
|
+19%
|
|
|
18
|
Canal Capital Management
Richmond,
Virginia
|
$956K
|
-$274K
|
-8,812
|
-22%
|
|
|
19
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$851K
|
+$860K
|
+27,640
|
New
|
|
|
20
|
|
$792K
|
-$70.1K
|
-2,254
|
-8%
|
|
|
21
|
LifePlan Financial Group
Dayton,
Ohio
|
$697K
|
-$20K
|
-644
|
-3%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$663K
|
–
|
–
|
–
|
|
|
23
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$618K
|
+$2.71K
|
+87
|
+0.4%
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$597K
|
+$29.1K
|
+935
|
+5%
|
|
|
25
|
Leuthold Group
Minneapolis,
Minnesota
|
$450K
|
–
|
–
|
–
|
|
