|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$161K
|
-3,467
|
-1%
|
|
|
2
|
|
$11.5M
|
+$44K
|
+945
|
+0.4%
|
|
|
3
|
|
$5.34M
|
-$129K
|
-2,781
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.92M
|
+$184K
|
+3,962
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.88M
|
+$723K
|
+15,519
|
+21%
|
|
|
6
|
Theory Financial
Fort Collins,
Colorado
|
$3.52M
|
-$272K
|
-5,843
|
-7%
|
|
|
7
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.43M
|
-$47
|
-1
|
-0%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.39M
|
-$16.6K
|
-356
|
-0.6%
|
|
|
9
|
Harbour Investment Management
Edmonds,
Washington
|
$2.36M
|
-$23.3K
|
-500
|
-0.9%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.35M
|
+$314K
|
+6,735
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
-$115K
|
-2,469
|
-6%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.74M
|
+$12.5K
|
+268
|
+0.7%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$1.35M
|
-$5.26K
|
-113
|
-0.4%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
+$116K
|
+2,492
|
+9%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$1.27M
|
-$63.8K
|
-1,370
|
-5%
|
|
|
16
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$1.24M
|
+$28.7K
|
+616
|
+2%
|
|
|
17
|
Oppenheimer & Co
New York
|
$1.23M
|
+$83.2K
|
+1,787
|
+7%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.23M
|
-$58.2K
|
-1,250
|
-4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$350K
|
+7,519
|
+40%
|
|
|
20
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.11M
|
+$1.19M
|
+25,450
|
New
|
|
|
21
|
Pacific Sun Financial
Los Angeles,
California
|
$1.1M
|
-$39.8K
|
-855
|
-3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$983K
|
+$2.61K
|
+56
|
+0.2%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$982K
|
-$54K
|
-1,159
|
-5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$862K
|
-$34.8K
|
-748
|
-4%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$742K
|
-$630K
|
-13,530
|
-44%
|
|
