|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$32.7M
|
-$2.77M
|
-80,358
|
-8%
|
|
|
2
|
|
$22M
|
+$987K
|
+28,654
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.37M
|
+$691K
|
+20,054
|
+10%
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$6.76M
|
-$17K
|
-493
|
-0.2%
|
|
|
5
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.35M
|
-$701K
|
-20,343
|
-10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.83M
|
-$186K
|
-5,397
|
-4%
|
|
|
7
|
|
$4.59M
|
+$115K
|
+3,350
|
+2%
|
|
|
8
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.51M
|
-$582K
|
-16,910
|
-14%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.89M
|
-$914K
|
-26,551
|
-23%
|
|
|
10
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.85M
|
+$20.4K
|
+593
|
+0.7%
|
|
|
11
|
Bank of the West
Monterey Park,
California
|
$2.1M
|
-$77.6K
|
-2,253
|
-3%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$1.88M
|
-$218K
|
-6,344
|
-10%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.86M
|
+$1.45M
|
+42,235
|
+2,887%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.81M
|
-$275K
|
-7,984
|
-13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
+$541K
|
+15,704
|
+58%
|
|
|
16
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.28M
|
-$63.7K
|
-1,850
|
-5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.22M
|
+$40.1K
|
+1,165
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$38.1K
|
-1,105
|
-3%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$953K
|
+$58.5K
|
+1,699
|
+6%
|
|
|
20
|
SimplyRich
Carlsbad,
California
|
$806K
|
-$34.7K
|
-1,007
|
-4%
|
|
|
21
|
|
$702K
|
+$260K
|
+7,553
|
+55%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$650K
|
+$55.2K
|
+1,603
|
+9%
|
|
|
23
|
Klingman & Associates
New York
|
$611K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$600K
|
+$60.2K
|
+1,747
|
+11%
|
|
|
25
|
Paulson Wealth Management
Wheaton,
Illinois
|
$469K
|
–
|
–
|
–
|
|
