|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.7M
|
-$1.05M
|
-38,673
|
-3%
|
|
|
2
|
|
$12.6M
|
-$3.89M
|
-143,305
|
-23%
|
|
|
3
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.25M
|
+$61.7K
|
+2,274
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.49M
|
+$609K
|
+22,444
|
+12%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.01M
|
-$115K
|
-4,243
|
-2%
|
|
|
6
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.33M
|
+$1.33M
|
+49,086
|
+44%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.88M
|
+$294K
|
+10,852
|
+8%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$3.13M
|
-$1.96M
|
-72,156
|
-38%
|
|
|
9
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.6M
|
-$227K
|
-8,360
|
-8%
|
|
|
10
|
|
$2.29M
|
-$67.1K
|
-2,472
|
-3%
|
|
|
11
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.29M
|
-$11K
|
-406
|
-0.5%
|
|
|
12
|
|
$2.06M
|
+$643K
|
+23,723
|
+45%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
+$370K
|
+13,624
|
+26%
|
|
|
14
|
Bank of the West
Monterey Park,
California
|
$1.35M
|
+$83.4K
|
+3,074
|
+7%
|
|
|
15
|
|
$1.22M
|
+$142K
|
+5,218
|
+13%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$939K
|
-$156K
|
-5,739
|
-14%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$838K
|
+$19.7K
|
+726
|
+2%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$807K
|
+$811K
|
+29,886
|
New
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$762K
|
+$11.7K
|
+430
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$567K
|
+$569K
|
+20,982
|
New
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$457K
|
-$62.9K
|
-2,319
|
-12%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$367K
|
+$68.5K
|
+2,525
|
+23%
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$349K
|
+$351K
|
+12,927
|
New
|
|
|
24
|
Klingman & Associates
New York
|
$324K
|
–
|
–
|
–
|
|
|
25
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$277K
|
+$279K
|
+10,270
|
New
|
|
