|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$235K
|
+5,412
|
+2%
|
|
|
2
|
|
$11.9M
|
-$41.4K
|
-954
|
-0.4%
|
|
|
3
|
|
$5.5M
|
-$13K
|
-300
|
-0.2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.92M
|
-$559K
|
-12,906
|
-10%
|
|
|
5
|
Theory Financial
Fort Collins,
Colorado
|
$3.7M
|
-$5.46K
|
-126
|
-0.1%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.44M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.43M
|
-$17K
|
-393
|
-0.5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.82M
|
-$358K
|
-8,250
|
-11%
|
|
|
9
|
Harbour Investment Management
Edmonds,
Washington
|
$2.4M
|
–
|
–
|
–
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$2.03M
|
+$76.5K
|
+1,764
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.94M
|
+$219K
|
+5,043
|
+13%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.87M
|
+$68.8K
|
+1,587
|
+4%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.49M
|
-$56.1K
|
-1,293
|
-4%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$1.48M
|
+$133K
|
+3,060
|
+10%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$1.33M
|
–
|
–
|
–
|
|
|
16
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$1.32M
|
-$43.6K
|
-1,005
|
-3%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$1.18M
|
+$1.17M
|
+27,012
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.17M
|
+$17.7K
|
+408
|
+2%
|
|
|
19
|
Oppenheimer & Co
New York
|
$1.08M
|
+$52.4K
|
+1,209
|
+5%
|
|
|
20
|
True Capital Management
San Francisco,
California
|
$1.07M
|
-$24.3K
|
-561
|
-2%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$890K
|
-$471K
|
-10,875
|
-35%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$796K
|
-$26.7K
|
-615
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$783K
|
-$58.1K
|
-1,341
|
-7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$731K
|
-$24.1K
|
-555
|
-3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$671K
|
-$26.3K
|
-606
|
-4%
|
|
