|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.79M
|
-$366K
|
-8,644
|
-12%
|
|
|
2
|
|
$829K
|
-$47.6K
|
-1,126
|
-6%
|
|
|
3
|
SignalPoint Asset Management
Springfield,
Missouri
|
$757K
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$750K
|
-$177K
|
-4,187
|
-20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$589K
|
-$2.03K
|
-48
|
-0.4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$549K
|
-$219K
|
-5,171
|
-30%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$359K
|
+$14.7K
|
+348
|
+5%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$356K
|
+$254
|
+6
|
+0.1%
|
|
|
9
|
|
$300K
|
–
|
–
|
–
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$269K
|
–
|
–
|
–
|
|
|
11
|
Sensible Money
Scottsdale,
Arizona
|
$269K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$265K
|
+$249K
|
+5,886
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$236K
|
+$169
|
+4
|
+0.1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$210K
|
-$25.4K
|
-601
|
-11%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$175K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
-$32.8K
|
-776
|
-24%
|
|
|
17
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$104K
|
-$115K
|
-2,707
|
-54%
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$96.3K
|
+$91.9K
|
+2,171
|
New
|
|
|
19
|
Bellevue Asset Management
Bellevue,
Washington
|
$66.2K
|
–
|
–
|
–
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$6.21K
|
+$5.84K
|
+138
|
New
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
-$17.4K
|
-412
|
-75%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$1.53K
|
–
|
–
|
–
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.03K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$21
|
-$19K
|
-450
|
Closed
|
|
