|
1
|
Wells Fargo
San Francisco,
California
|
$5.91M
|
-$424K
|
-6,701
|
-7%
|
|
|
2
|
|
$4.29M
|
+$599K
|
+9,460
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.18M
|
+$1.39M
|
+21,899
|
+56%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.57M
|
-$798K
|
-12,605
|
-35%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$433K
|
+6,830
|
+53%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$1.25M
|
-$20K
|
-315
|
-2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$2.47M
|
-39,011
|
-70%
|
|
|
8
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$883K
|
-$438K
|
-6,916
|
-35%
|
|
|
9
|
SignalPoint Asset Management
Springfield,
Missouri
|
$696K
|
-$8.74K
|
-138
|
-1%
|
|
|
10
|
|
$569K
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$469K
|
-$1.29M
|
-20,437
|
-75%
|
|
|
12
|
|
$458K
|
+$114K
|
+1,801
|
+37%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$384K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$368K
|
+$98K
|
+1,547
|
+40%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$367K
|
-$322K
|
-5,081
|
-49%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$345K
|
-$596K
|
-9,417
|
-65%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$312K
|
-$3.33M
|
-52,610
|
-92%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$302K
|
+$280K
|
+4,418
|
New
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$183K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$179K
|
+$166K
|
+2,623
|
New
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$141K
|
–
|
–
|
–
|
|
|
22
|
Bellevue Asset Management
Bellevue,
Washington
|
$88K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$38K
|
–
|
–
|
–
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$22K
|
-$109K
|
-1,718
|
-85%
|
|
