|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
-$964K
|
-22,026
|
-7%
|
|
|
2
|
|
$12.9M
|
-$344K
|
-7,860
|
-3%
|
|
|
3
|
|
$6.13M
|
-$26.9K
|
-615
|
-0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.32M
|
-$171K
|
-3,906
|
-3%
|
|
|
5
|
Theory Financial
Fort Collins,
Colorado
|
$4.24M
|
+$84.9K
|
+1,941
|
+2%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.85M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.6M
|
-$219K
|
-5,007
|
-6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$412K
|
-9,417
|
-15%
|
|
|
9
|
Harbour Investment Management
Edmonds,
Washington
|
$2.68M
|
-$9.8K
|
-225
|
-0.4%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.3M
|
+$183K
|
+4,179
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.16M
|
-$3.94K
|
-90
|
-0.2%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.94M
|
-$294K
|
-6,720
|
-15%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$1.52M
|
-$126K
|
-2,889
|
-9%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$1.5M
|
-$154K
|
-3,510
|
-10%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$1.49M
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.44M
|
+$114K
|
+2,598
|
+10%
|
|
|
17
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$1.36M
|
-$103K
|
-2,343
|
-8%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.32M
|
+$1.18M
|
+26,877
|
New
|
|
|
19
|
Oppenheimer & Co
New York
|
$1.3M
|
+$80.7K
|
+1,845
|
+8%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$1.16M
|
+$1.03M
|
+23,595
|
New
|
|
|
21
|
Pacific Sun Financial
Los Angeles,
California
|
$1.14M
|
+$1.14M
|
+25,935
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.1M
|
+$186K
|
+4,239
|
+23%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1M
|
+$225K
|
+5,139
|
+34%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$981K
|
+$349K
|
+7,971
|
+66%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$920K
|
+$37.7K
|
+861
|
+5%
|
|
