|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$35.3M
|
-$1.2M
|
-42,248
|
-3%
|
|
|
2
|
|
$13M
|
-$619K
|
-21,743
|
-5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$8.02M
|
+$5.92M
|
+207,892
|
+314%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.25M
|
+$1.28M
|
+44,938
|
+22%
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.35M
|
-$408K
|
-14,347
|
-6%
|
|
|
6
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.8M
|
+$110K
|
+3,861
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.22M
|
+$22.7K
|
+796
|
+0.6%
|
|
|
8
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.05M
|
-$1.34M
|
-47,242
|
-25%
|
|
|
9
|
|
$2.72M
|
+$232K
|
+8,159
|
+10%
|
|
|
10
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.6M
|
–
|
–
|
–
|
|
|
11
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.46M
|
-$16.4K
|
-575
|
-0.7%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$2.39M
|
-$980K
|
-34,419
|
-30%
|
|
|
13
|
Bank of the West
Monterey Park,
California
|
$1.5M
|
+$37.7K
|
+1,326
|
+3%
|
|
|
14
|
|
$1.23M
|
-$972K
|
-34,131
|
-45%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$169K
|
+5,930
|
+17%
|
|
|
16
|
Virtu KCG Holdings
New York
|
$1.12M
|
+$1.09M
|
+38,332
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$921K
|
+$13.8K
|
+486
|
+2%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$821K
|
-$3.98K
|
-140
|
-0.5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$726K
|
+$110K
|
+3,863
|
+18%
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$586K
|
+$202K
|
+7,100
|
+55%
|
|
|
21
|
|
$547K
|
-$748K
|
-26,289
|
-58%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$436K
|
+$38K
|
+1,336
|
+10%
|
|
|
23
|
M Holdings Securities
Portland,
Oregon
|
$417K
|
-$75.8K
|
-2,664
|
-16%
|
|
|
24
|
Klingman & Associates
New York
|
$351K
|
–
|
–
|
–
|
|
|
25
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$309K
|
+$8.65K
|
+304
|
+3%
|
|
