|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$35.9M
|
-$1.54M
|
-56,837
|
-4%
|
|
|
2
|
|
$17M
|
-$407K
|
-15,030
|
-2%
|
|
|
3
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.39M
|
+$404K
|
+14,922
|
+7%
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.29M
|
+$30.9K
|
+1,142
|
+0.6%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$5.24M
|
+$1.86M
|
+68,846
|
+58%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.04M
|
+$384K
|
+14,191
|
+9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.69M
|
-$6.52M
|
-240,834
|
-64%
|
|
|
8
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$3.1M
|
+$1.93M
|
+71,316
|
+179%
|
|
|
9
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.91M
|
-$453K
|
-16,723
|
-14%
|
|
|
10
|
|
$2.43M
|
-$319K
|
-11,792
|
-12%
|
|
|
11
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.37M
|
+$2.3M
|
+85,072
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.47M
|
+$70.5K
|
+2,603
|
+5%
|
|
|
13
|
|
$1.46M
|
-$615K
|
-22,703
|
-30%
|
|
|
14
|
Bank of the West
Monterey Park,
California
|
$1.31M
|
-$84K
|
-3,100
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$328K
|
+12,112
|
+43%
|
|
|
16
|
|
$1.11M
|
-$94.7K
|
-3,497
|
-8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$844K
|
+$196K
|
+7,240
|
+31%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$775K
|
+$36.5K
|
+1,348
|
+5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$697K
|
+$78.1K
|
+2,882
|
+13%
|
|
|
20
|
M Holdings Securities
Portland,
Oregon
|
$536K
|
-$95.9K
|
-3,541
|
-16%
|
|
|
21
|
Klingman & Associates
New York
|
$334K
|
–
|
–
|
–
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$308K
|
+$84.1K
|
+3,104
|
+39%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$259K
|
-$27.9K
|
-1,031
|
-10%
|
|
|
24
|
West Coast Financial
Santa Barbara,
California
|
$247K
|
-$88.2K
|
-3,257
|
-27%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$215K
|
+$209K
|
+7,714
|
New
|
|
