|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$36.5M
|
+$10.5M
|
+427,182
|
+44%
|
|
|
2
|
|
$16.8M
|
+$9.94M
|
+402,943
|
+167%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
+$429K
|
+17,404
|
+4%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.59M
|
-$85.6K
|
-3,468
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.28M
|
-$82.3K
|
-3,336
|
-2%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.3M
|
-$18.3K
|
-740
|
-0.6%
|
|
|
7
|
|
$2.34M
|
-$530K
|
-21,497
|
-19%
|
|
|
8
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.77M
|
+$1.09M
|
+43,986
|
+186%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.74M
|
-$127K
|
-5,128
|
-7%
|
|
|
10
|
Bank of the West
Monterey Park,
California
|
$1.23M
|
+$125K
|
+5,053
|
+12%
|
|
|
11
|
|
$1.17M
|
-$1.96M
|
-79,411
|
-64%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.13M
|
+$495K
|
+20,043
|
+87%
|
|
|
13
|
|
$778K
|
-$364K
|
-14,736
|
-33%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$691K
|
+$3.97K
|
+161
|
+0.6%
|
|
|
15
|
M Holdings Securities
Portland,
Oregon
|
$597K
|
-$1.85K
|
-75
|
-0.3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$533K
|
+$56K
|
+2,268
|
+13%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$509K
|
+$479K
|
+19,410
|
New
|
|
|
18
|
Virtu KCG Holdings
New York
|
$459K
|
-$1.4M
|
-56,705
|
-76%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$339K
|
–
|
–
|
–
|
|
|
20
|
Klingman & Associates
New York
|
$314K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$282K
|
-$120K
|
-4,849
|
-31%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$274K
|
-$25K
|
-1,014
|
-9%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$214K
|
-$6.66K
|
-270
|
-3%
|
|
|
25
|
Welch Group
Birmingham,
Alabama
|
$114K
|
+$107K
|
+4,349
|
New
|
|
