|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$12.6M
|
+519,974
|
+220%
|
|
|
2
|
Del-Sette Capital Management
Schenectady,
New York
|
$13.4M
|
-$2.23M
|
-91,845
|
-13%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.7M
|
+$2.96M
|
+121,973
|
+26%
|
|
|
4
|
|
$9.39M
|
-$13.6K
|
-559
|
-0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.31M
|
-$284K
|
-11,696
|
-3%
|
|
|
6
|
|
$7M
|
+$7.98M
|
+328,691
|
New
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.46M
|
+$124K
|
+5,126
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.46M
|
-$99.5K
|
-4,099
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.77M
|
-$68.9K
|
-2,838
|
-2%
|
|
|
10
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.04M
|
-$50.7K
|
-2,088
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.03M
|
-$50.8K
|
-2,093
|
-2%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.91M
|
+$903K
|
+37,179
|
+71%
|
|
|
13
|
Wambolt & Associates
Littleton,
Colorado
|
$1.73M
|
+$1.01M
|
+41,753
|
+106%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
+$3.28K
|
+135
|
+0.2%
|
|
|
15
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.24M
|
+$14.3K
|
+587
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$812K
|
+$70.1K
|
+2,888
|
+8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$749K
|
+$191K
|
+7,855
|
+29%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$695K
|
-$44.3K
|
-1,825
|
-5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$653K
|
+$1.36K
|
+56
|
+0.2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$503K
|
+$573K
|
+23,614
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$479K
|
+$1.89K
|
+78
|
+0.3%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$340K
|
+$38.7K
|
+1,595
|
+11%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$329K
|
+$136K
|
+5,609
|
+57%
|
|
|
24
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$279K
|
–
|
–
|
–
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$255K
|
+$5.92K
|
+244
|
+2%
|
|
