|
1
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$516K
|
+30,420
|
+3%
|
|
|
2
|
SPC Financial Inc
Rockville,
Maryland
|
$8.56M
|
+$1.14M
|
+67,554
|
+16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.95M
|
+$3.35M
|
+197,669
|
+79%
|
|
|
4
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.54M
|
-$52.8K
|
-3,113
|
-1%
|
|
|
5
|
|
$4.1M
|
-$240K
|
-14,149
|
-6%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4M
|
+$61.1K
|
+3,607
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.91M
|
-$2.32M
|
-136,602
|
-38%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$3.7M
|
+$3.52M
|
+207,647
|
New
|
|
|
9
|
Monument Capital Management
Alexandria,
Virginia
|
$3.49M
|
+$16.2K
|
+953
|
+0.5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
-$1.37M
|
-80,566
|
-35%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.33M
|
+$314K
|
+18,542
|
+16%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.07M
|
+$23K
|
+1,355
|
+1%
|
|
|
13
|
|
$1.98M
|
-$422K
|
-24,908
|
-18%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.61M
|
+$1.52M
|
+89,895
|
+9,922%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.45M
|
-$282K
|
-16,630
|
-17%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$1.14M
|
+67,434
|
+470%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
-$29.9K
|
-1,762
|
-2%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$1.24M
|
+$292K
|
+17,234
|
+33%
|
|
|
19
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.13M
|
-$46.3K
|
-2,731
|
-4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$122K
|
+7,200
|
+13%
|
|
|
21
|
Fortis Advisors
Wayne,
Pennsylvania
|
$991K
|
+$10.2K
|
+601
|
+1%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$946K
|
-$5.12K
|
-302
|
-0.6%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$906K
|
+$1.05K
|
+62
|
+0.1%
|
|
|
24
|
|
$796K
|
+$761K
|
+44,893
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$744K
|
+$40.2K
|
+2,372
|
+6%
|
|
