|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.7M
|
+$1.78M
|
+96,825
|
+6%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$27.7M
|
+$4.21M
|
+228,875
|
+18%
|
|
|
3
|
|
$21.5M
|
-$1.06M
|
-57,552
|
-5%
|
|
|
4
|
CNO Financial Group
Carmel,
Indiana
|
$18.5M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14M
|
-$1.71M
|
-93,191
|
-11%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
-$16K
|
-869
|
-0.1%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$13.7M
|
+$7.91M
|
+430,276
|
+142%
|
|
|
8
|
Asset Management One
Tokyo,
Japan
|
$7.26M
|
-$1.32M
|
-71,600
|
-15%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$7.05M
|
–
|
–
|
–
|
|
|
10
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.02M
|
+$31.8K
|
+1,732
|
+0.5%
|
|
|
11
|
WBH Advisory
Baltimore,
Maryland
|
$5.69M
|
-$207K
|
-11,276
|
-27%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$5.68M
|
+$3.1M
|
+168,493
|
+121%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.65M
|
-$184K
|
-10,027
|
-3%
|
|
|
14
|
North Star Investment Management
Chicago,
Illinois
|
$5.3M
|
+$80.4K
|
+4,374
|
+2%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.81M
|
-$245K
|
-13,312
|
-5%
|
|
|
16
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$4.75M
|
+$656K
|
+35,659
|
+16%
|
|
|
17
|
Appleton Partners
Boston,
Massachusetts
|
$4.36M
|
+$222K
|
+12,055
|
+5%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$3.79M
|
+$85.7K
|
+4,662
|
+2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.08M
|
-$616K
|
-33,477
|
-17%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.96M
|
+$62.5K
|
+3,398
|
+2%
|
|
|
21
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.91M
|
-$189K
|
-10,273
|
-6%
|
|
|
22
|
Financial Advisors Network
Tustin,
California
|
$2.79M
|
+$2.78M
|
+151,372
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.77M
|
+$22K
|
+1,195
|
+0.8%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$2.48M
|
+$123K
|
+6,684
|
+5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
+$407K
|
+22,112
|
+20%
|
|
