|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$25.1M
|
-$759K
|
-28,939
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$445K
|
-16,989
|
-4%
|
|
|
3
|
|
$6.25M
|
+$156K
|
+5,959
|
+3%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.63M
|
-$424K
|
-16,158
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
+$506K
|
+19,289
|
+13%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.29M
|
-$113K
|
-4,294
|
-3%
|
|
|
7
|
|
$3.22M
|
+$1.26M
|
+48,051
|
+63%
|
|
|
8
|
|
$2.87M
|
-$145K
|
-5,527
|
-5%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.75M
|
+$2.78M
|
+105,939
|
New
|
|
|
10
|
Virtu KCG Holdings
New York
|
$1.93M
|
+$1.95M
|
+74,267
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
-$82.4K
|
-3,142
|
-4%
|
|
|
12
|
|
$1.15M
|
+$1.17M
|
+44,485
|
New
|
|
|
13
|
Bank of the West
Monterey Park,
California
|
$1.09M
|
-$210K
|
-8,023
|
-16%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$680K
|
+$105
|
+4
|
+0%
|
|
|
15
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$614K
|
+$146K
|
+5,559
|
+31%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$600K
|
+$223K
|
+8,509
|
+58%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$594K
|
-$20.8K
|
-795
|
-3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$469K
|
+$39.7K
|
+1,513
|
+9%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$428K
|
+$433K
|
+16,522
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$404K
|
+$214K
|
+8,176
|
+110%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$336K
|
–
|
–
|
–
|
|
|
22
|
Klingman & Associates
New York
|
$311K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$303K
|
+$311K
|
+11,868
|
New
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$241K
|
–
|
–
|
–
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$219K
|
-$20.7K
|
-790
|
-9%
|
|
