|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$1.44M
|
+45,822
|
+14%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.46M
|
-$12.4K
|
-396
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.41M
|
-$877K
|
-27,932
|
-15%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.67M
|
+$1.09M
|
+34,765
|
+32%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.5M
|
-$212K
|
-6,746
|
-6%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$3.09M
|
-$198K
|
-6,296
|
-6%
|
|
|
7
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.92M
|
-$918K
|
-29,260
|
-25%
|
|
|
8
|
|
$2.74M
|
-$2.36M
|
-75,319
|
-47%
|
|
|
9
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.5M
|
+$442K
|
+14,090
|
+23%
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$2.21M
|
-$3.83K
|
-122
|
-0.2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.99M
|
-$267K
|
-8,515
|
-12%
|
|
|
12
|
Bluefin Capital Management
New York
|
$1.79M
|
-$65.7K
|
-2,092
|
-4%
|
|
|
13
|
|
$1.31M
|
-$2.71M
|
-86,264
|
-68%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$6.81K
|
+217
|
+0.6%
|
|
|
15
|
KWMG LLC
Overland Park,
Kansas
|
$875K
|
+$385K
|
+12,281
|
+86%
|
|
|
16
|
|
$867K
|
+$20.7K
|
+661
|
+3%
|
|
|
17
|
LifePlan Financial Group
Dayton,
Ohio
|
$737K
|
-$5.81K
|
-185
|
-0.8%
|
|
|
18
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$647K
|
-$10.8K
|
-343
|
-2%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$622K
|
-$14K
|
-447
|
-2%
|
|
|
20
|
Lourd Capital
Beverly Hills,
California
|
$601K
|
-$11.1M
|
-352,710
|
-95%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$557K
|
+$532K
|
+16,939
|
New
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$505K
|
-$193K
|
-6,152
|
-29%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$480K
|
+$99.9K
|
+3,184
|
+28%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$432K
|
–
|
–
|
–
|
|
|
25
|
Sutton Wealth Advisors
Tampa,
Florida
|
$407K
|
+$389K
|
+12,385
|
New
|
|
