|
1
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$3.7M
|
-79,026
|
-18%
|
|
|
2
|
|
$11.4M
|
-$274K
|
-5,850
|
-2%
|
|
|
3
|
|
$11.3M
|
+$1.46M
|
+31,255
|
+15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.3M
|
-$408K
|
-8,707
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.01M
|
-$271K
|
-5,793
|
-5%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.75M
|
–
|
–
|
–
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$3.26M
|
+$210K
|
+4,496
|
+7%
|
|
|
8
|
Narus Financial Partners
Salt Lake City,
Utah
|
$2.93M
|
+$243K
|
+5,191
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
+$3.7K
|
+79
|
+0.1%
|
|
|
10
|
Harbour Investment Management
Edmonds,
Washington
|
$2.6M
|
-$5.9K
|
-126
|
-0.2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.49M
|
-$768K
|
-16,394
|
-24%
|
|
|
12
|
Oppenheimer & Co
New York
|
$2.03M
|
+$159K
|
+3,398
|
+9%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$1.38M
|
+$18K
|
+384
|
+1%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.35M
|
-$194K
|
-4,144
|
-13%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$1.21M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
-$61.8K
|
-1,321
|
-5%
|
|
|
17
|
Pacific Sun Financial
Los Angeles,
California
|
$1.08M
|
-$36.8K
|
-785
|
-3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.05M
|
+$549K
|
+11,730
|
+115%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.04M
|
-$170K
|
-3,628
|
-14%
|
|
|
20
|
Cascade Financial Partners
San Diego,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
21
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$985K
|
+$963K
|
+20,569
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$974K
|
+$29.6K
|
+632
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$929K
|
-$159K
|
-3,393
|
-15%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$916K
|
-$26.6K
|
-569
|
-3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$829K
|
-$12K
|
-256
|
-1%
|
|
