|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$29.5K
|
+710
|
+0.2%
|
|
|
2
|
|
$9.9M
|
-$1.11M
|
-26,848
|
-11%
|
|
|
3
|
|
$6.99M
|
-$533K
|
-12,831
|
-8%
|
|
|
4
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.26M
|
-$108K
|
-2,590
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.25M
|
-$227K
|
-5,462
|
-6%
|
|
|
6
|
Narus Financial Partners
Salt Lake City,
Utah
|
$3.14M
|
-$1.2M
|
-28,987
|
-30%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.06M
|
-$1.26M
|
-30,463
|
-32%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
+$536K
|
+12,902
|
+25%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.41M
|
-$216K
|
-5,192
|
-9%
|
|
|
10
|
Harbour Investment Management
Edmonds,
Washington
|
$2.39M
|
-$67.4K
|
-1,623
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.32M
|
+$1.08M
|
+25,923
|
+107%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.61M
|
+$747
|
+18
|
+0.1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.56M
|
+$618K
|
+14,891
|
+79%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$1.34M
|
+$136K
|
+3,276
|
+13%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$1.31M
|
-$1.28M
|
-30,858
|
-52%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$1.17M
|
–
|
–
|
–
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.09M
|
+$341K
|
+8,222
|
+54%
|
|
|
18
|
Pacific Sun Financial
Los Angeles,
California
|
$1.02M
|
-$11.6K
|
-280
|
-1%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$957K
|
+$2.95K
|
+71
|
+0.3%
|
|
|
20
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$951K
|
–
|
–
|
–
|
|
|
21
|
Icon Advisers
Greenwood Village,
Colorado
|
$832K
|
+$747K
|
+18,000
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$770K
|
+$12.7K
|
+306
|
+2%
|
|
|
23
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$676K
|
-$11K
|
-264
|
-2%
|
|
|
24
|
Cascade Financial Partners
San Diego,
California
|
$664K
|
-$50.9K
|
-1,227
|
-8%
|
|
|
25
|
Somerset Trust
Somerset,
Pennsylvania
|
$622K
|
–
|
–
|
–
|
|
