|
1
|
|
$31.1M
|
-$1.16M
|
-130,176
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$578K
|
-64,736
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$2.14M
|
+239,063
|
+25%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$78.5K
|
+8,794
|
+0.8%
|
|
|
5
|
|
$7.1M
|
-$57.4K
|
-6,425
|
-0.8%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.49M
|
-$2.22M
|
-248,936
|
-26%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.38M
|
-$1.19M
|
-133,305
|
-18%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$4M
|
+$787K
|
+88,135
|
+25%
|
|
|
9
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$3.78M
|
+$2.12M
|
+236,874
|
+129%
|
|
|
10
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.76M
|
-$347K
|
-38,800
|
-11%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$2.75M
|
-$889K
|
-99,568
|
-25%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
+$274K
|
+30,716
|
+16%
|
|
|
13
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.95M
|
-$42.6K
|
-4,769
|
-2%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.66M
|
–
|
–
|
–
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.61M
|
-$43.7K
|
-4,889
|
-3%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$1.48M
|
+$214K
|
+23,913
|
+17%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.26M
|
+$1.26M
|
+140,919
|
New
|
|
|
18
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.2M
|
+$20.8K
|
+2,330
|
+2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.1M
|
+$118K
|
+13,217
|
+12%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
+$112K
|
+12,511
|
+12%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$946K
|
+$44.7K
|
+5,000
|
+5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$756K
|
+$57.3K
|
+6,420
|
+8%
|
|
|
23
|
United Asset Strategies
Garden City,
New York
|
$664K
|
+$80.8K
|
+9,050
|
+14%
|
|
|
24
|
Ken Stern & Associates
San Diego,
California
|
$629K
|
+$64.4K
|
+7,215
|
+12%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$616K
|
-$1.32K
|
-148
|
-0.2%
|
|
