|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.26M
|
+$1.67M
|
+36,744
|
+82%
|
|
|
2
|
IHT Wealth Management
Chicago,
Illinois
|
$3.15M
|
-$197K
|
-4,322
|
-7%
|
|
|
3
|
|
$2.58M
|
+$194K
|
+4,256
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.55M
|
+$331K
|
+7,278
|
+18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.39M
|
+$226K
|
+4,957
|
+12%
|
|
|
6
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$1.44M
|
+$7.92K
|
+174
|
+0.6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
-$109K
|
-2,384
|
-8%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.29M
|
+$875K
|
+19,217
|
+355%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$1.14M
|
+$360K
|
+7,914
|
+57%
|
|
|
10
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.11M
|
-$35.2K
|
-774
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$63.1K
|
-1,386
|
-6%
|
|
|
12
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$800K
|
+$9.61K
|
+211
|
+1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$685K
|
+$8.29K
|
+182
|
+1%
|
|
|
14
|
Pacific Sun Financial
Los Angeles,
California
|
$684K
|
-$465K
|
-10,223
|
-44%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$651K
|
-$80K
|
-1,757
|
-12%
|
|
|
16
|
WBI Investments
Red Bank,
New Jersey
|
$598K
|
+$27.9K
|
+613
|
+6%
|
|
|
17
|
Harbor Capital Advisors
Chicago,
Illinois
|
$524K
|
-$1.02M
|
-22,328
|
-69%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$516K
|
+$58.5K
|
+1,284
|
+15%
|
|
|
19
|
Cordoba Advisory Partners
New York
|
$498K
|
-$7.38K
|
-162
|
-2%
|
|
|
20
|
Cascade Financial Partners
San Diego,
California
|
$494K
|
-$56.9K
|
-1,249
|
-12%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$466K
|
-$70.3K
|
-1,545
|
-15%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$417K
|
+$159K
|
+3,498
|
+78%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$398K
|
–
|
–
|
–
|
|
|
24
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$395K
|
+$344K
|
+7,548
|
New
|
|
|
25
|
Somerset Trust
Somerset,
Pennsylvania
|
$395K
|
–
|
–
|
–
|
|
