|
1
|
|
$84M
|
-$34.7M
|
-489,100
|
-29%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$46.1M
|
-$6.54M
|
-92,245
|
-12%
|
|
|
3
|
Capital Advantage
Walnut Creek,
California
|
$45.6M
|
+$1.93M
|
+27,209
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.3M
|
-$17.9M
|
-253,109
|
-31%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$19.9M
|
-$5.26M
|
-74,134
|
-20%
|
|
|
6
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.19M
|
+$71
|
+1
|
+0%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$8.88M
|
-$3.5M
|
-49,319
|
-28%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.37M
|
-$3.83M
|
-54,026
|
-31%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.7M
|
+$1.06M
|
+14,996
|
+18%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.27M
|
-$991K
|
-13,971
|
-15%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.86M
|
+$3.61M
|
+50,983
|
+263%
|
|
|
12
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$4.28M
|
+$131K
|
+1,848
|
+3%
|
|
|
13
|
Fortress Wealth Management
Culver City,
California
|
$3.97M
|
+$3.77M
|
+53,142
|
+1,249%
|
|
|
14
|
|
$3.88M
|
-$164M
|
-2,309,905
|
-98%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.28M
|
-$317K
|
-4,470
|
-9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.89M
|
-$2.47M
|
-34,772
|
-45%
|
|
|
17
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$2.82M
|
–
|
–
|
–
|
|
|
18
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$2.82M
|
+$854K
|
+12,048
|
+42%
|
|
|
19
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.53M
|
-$500K
|
-7,052
|
-16%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.4M
|
+$689K
|
+9,712
|
+39%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.24M
|
-$719K
|
-10,138
|
-24%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.18M
|
+$142
|
+2
|
+0%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
-$5.46M
|
-76,949
|
-74%
|
|
|
24
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.82M
|
-$1.1M
|
-15,483
|
-37%
|
|
|
25
|
SFE Investment Counsel
Los Angeles,
California
|
$1.61M
|
–
|
–
|
–
|
|
