|
1
|
|
$6.73M
|
-$138K
|
-3,206
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.09M
|
-$453K
|
-10,493
|
-9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.26M
|
-$954K
|
-22,089
|
-19%
|
|
|
4
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.56M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.43M
|
+$261K
|
+6,051
|
+9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
+$338K
|
+7,823
|
+13%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.62M
|
+$639K
|
+14,811
|
+35%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.16M
|
+$219K
|
+5,071
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.92M
|
-$407K
|
-9,420
|
-18%
|
|
|
10
|
Cue Advisory Services
Phoenix,
Arizona
|
$1.65M
|
+$98.1K
|
+2,273
|
+7%
|
|
|
11
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.15M
|
+$194K
|
+4,500
|
+22%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.13M
|
-$33.9K
|
-785
|
-3%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.09M
|
–
|
–
|
–
|
|
|
14
|
People's United Financial
Bridgeport,
Connecticut
|
$1.06M
|
-$12.9K
|
-300
|
-1%
|
|
|
15
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.06M
|
+$1M
|
+23,225
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.02M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$974K
|
+$637K
|
+14,750
|
+224%
|
|
|
18
|
Osborne Partners Capital Management
San Francisco,
California
|
$807K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$806K
|
-$177K
|
-4,095
|
-19%
|
|
|
20
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$728K
|
-$26.9K
|
-622
|
-4%
|
|
|
21
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$664K
|
–
|
–
|
–
|
|
|
22
|
|
$659K
|
-$188K
|
-4,352
|
-23%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$639K
|
-$5.83M
|
-134,939
|
-91%
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$569K
|
-$64.8K
|
-1,500
|
-11%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$562K
|
+$527K
|
+12,206
|
+11,407%
|
|
