|
1
|
|
$8.97M
|
-$147K
|
-14,094
|
-2%
|
|
|
2
|
|
$4.25M
|
-$534K
|
-51,202
|
-11%
|
|
|
3
|
|
$3.74M
|
+$1.69M
|
+161,704
|
+86%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$3.74M
|
-$637K
|
-61,106
|
-15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.67M
|
+$283K
|
+27,144
|
+9%
|
|
|
6
|
Whitnell & Co
Oak Brook,
Illinois
|
$1.92M
|
-$12.8K
|
-1,227
|
-0.7%
|
|
|
7
|
Oxbow Advisors
Austin,
Texas
|
$1.13M
|
+$32.8K
|
+3,150
|
+3%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.12M
|
+$1.09M
|
+104,700
|
New
|
|
|
9
|
Capstone Asset Management
Houston,
Texas
|
$955K
|
-$20.8K
|
-2,000
|
-2%
|
|
|
10
|
MSI Financial Services
Springfield,
Massachusetts
|
$902K
|
+$52.1K
|
+5,002
|
+6%
|
|
|
11
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$797K
|
+$775K
|
+74,376
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$659K
|
-$923K
|
-88,549
|
-59%
|
|
|
13
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$656K
|
+$638K
|
+61,241
|
New
|
|
|
14
|
Gary Goldberg Planning Services
Suffern,
New York
|
$512K
|
+$13.8K
|
+1,326
|
+3%
|
|
|
15
|
Garrison Bradford & Associates
New York
|
$369K
|
–
|
–
|
–
|
|
|
16
|
RMR Advisors
Newton,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
17
|
|
$304K
|
+$6.03K
|
+579
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$275K
|
+$2.91K
|
+279
|
+1%
|
|
|
19
|
WFG Advisors
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$220K
|
-$5.21K
|
-500
|
-2%
|
|
|
21
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$206K
|
+$55K
|
+5,281
|
+38%
|
|
|
22
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$177K
|
+$17.6K
|
+1,690
|
+11%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$142K
|
–
|
–
|
–
|
|
|
24
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$131K
|
–
|
–
|
–
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$127K
|
–
|
–
|
–
|
|
