|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$25.2M
|
+$26.6M
|
+995,540
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$382K
|
+14,294
|
+3%
|
|
|
3
|
|
$5.95M
|
+$1.66M
|
+61,899
|
+36%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.9M
|
+$227K
|
+8,505
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.73M
|
+$162K
|
+6,041
|
+4%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.32M
|
+$229K
|
+8,544
|
+7%
|
|
|
7
|
|
$2.95M
|
+$1.79M
|
+66,967
|
+136%
|
|
|
8
|
|
$1.93M
|
-$683K
|
-25,534
|
-25%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.89M
|
-$382K
|
-14,265
|
-16%
|
|
|
10
|
Bank of the West
Monterey Park,
California
|
$1.26M
|
-$28.4K
|
-1,063
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$882K
|
-$184K
|
-6,870
|
-17%
|
|
|
12
|
CIBC World Market
Toronto,
Ontario, Canada
|
$664K
|
-$26.3K
|
-982
|
-4%
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$600K
|
+$18.1K
|
+678
|
+3%
|
|
|
14
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$459K
|
+$8.45K
|
+316
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$420K
|
+$444K
|
+16,592
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$370K
|
+$391K
|
+14,626
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$328K
|
–
|
–
|
–
|
|
|
18
|
Klingman & Associates
New York
|
$303K
|
–
|
–
|
–
|
|
|
19
|
Cerity Partners OCIO
New York
|
$258K
|
+$1.82K
|
+68
|
+0.7%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$235K
|
+$249K
|
+9,300
|
New
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$234K
|
+$27
|
+1
|
+0%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$188K
|
-$195K
|
-7,275
|
-50%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$77K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$68K
|
+$72.2K
|
+2,700
|
New
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
