|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$34.7M
|
-$1.31M
|
-49,619
|
-4%
|
|
|
2
|
|
$16.1M
|
-$497K
|
-18,764
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.63M
|
-$2.45M
|
-92,379
|
-20%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.53M
|
+$20.5K
|
+774
|
+0.4%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.87M
|
+$5M
|
+188,829
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.29M
|
+$79.7K
|
+3,011
|
+2%
|
|
|
7
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.13M
|
-$129K
|
-4,876
|
-4%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$3.08M
|
+$2.82M
|
+106,423
|
+822%
|
|
|
9
|
|
$2.56M
|
+$257K
|
+9,691
|
+11%
|
|
|
10
|
|
$1.94M
|
+$1.2M
|
+45,355
|
+152%
|
|
|
11
|
Bank of the West
Monterey Park,
California
|
$1.29M
|
+$82.4K
|
+3,112
|
+7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
+$183K
|
+6,896
|
+16%
|
|
|
13
|
|
$1.12M
|
-$37.3K
|
-1,407
|
-3%
|
|
|
14
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.03M
|
-$735K
|
-27,768
|
-41%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$854K
|
+$877K
|
+33,110
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$734K
|
+$468K
|
+17,671
|
+165%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$682K
|
+$1.51K
|
+57
|
+0.2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$595K
|
-$1.15M
|
-43,395
|
-65%
|
|
|
19
|
M Holdings Securities
Portland,
Oregon
|
$588K
|
-$1.35K
|
-51
|
-0.2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$571K
|
+$46.9K
|
+1,773
|
+9%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$423K
|
+$434K
|
+16,410
|
New
|
|
|
22
|
West Coast Financial
Santa Barbara,
California
|
$313K
|
+$321K
|
+12,125
|
New
|
|
|
23
|
Klingman & Associates
New York
|
$309K
|
–
|
–
|
–
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$266K
|
+$27.3K
|
+1,031
|
+11%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$246K
|
-$263K
|
-9,915
|
-51%
|
|
