|
1
|
USA Financial Formulas
Ada,
Michigan
|
$17.1M
|
+$17.1M
|
+383,147
|
New
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.1M
|
+$3.75M
|
+84,206
|
+51%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$5.05M
|
+113,310
|
+87%
|
|
|
4
|
|
$8.64M
|
+$943K
|
+21,153
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.45M
|
+$6.08M
|
+136,348
|
+265%
|
|
|
6
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$7.83M
|
+$4.22M
|
+94,714
|
+118%
|
|
|
7
|
|
$5.51M
|
+$53.9K
|
+1,209
|
+1%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$5.22M
|
-$468K
|
-10,507
|
-8%
|
|
|
9
|
Crosspoint Capital Strategies
Orinda,
California
|
$4.06M
|
+$4.13M
|
+92,732
|
New
|
|
|
10
|
|
$3.85M
|
+$2.91M
|
+65,227
|
+310%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.63M
|
+$2.68M
|
+60,230
|
+288%
|
|
|
12
|
|
$2.78M
|
+$2.4M
|
+53,816
|
+644%
|
|
|
13
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.21M
|
-$309K
|
-6,932
|
-12%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$1.46M
|
+32,676
|
+609%
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$1.65M
|
-$73.4K
|
-1,646
|
-4%
|
|
|
16
|
American Research & Management Company
Marion,
Massachusetts
|
$1.58M
|
-$947K
|
-21,247
|
-38%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
-$13.2K
|
-295
|
-1%
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$1.25M
|
+$519K
|
+11,645
|
+72%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$1.17M
|
+$358K
|
+8,020
|
+44%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$882K
|
+$48.4K
|
+1,086
|
+6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$877K
|
+$64.9K
|
+1,456
|
+8%
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$826K
|
-$4.46K
|
-100
|
-0.5%
|
|
|
23
|
Windsor Capital Management
Phoenix,
Arizona
|
$650K
|
-$115K
|
-2,582
|
-15%
|
|
|
24
|
Investment Partners
New Philadelphia,
Ohio
|
$523K
|
–
|
–
|
–
|
|
|
25
|
SignalPoint Asset Management
Springfield,
Missouri
|
$501K
|
+$267
|
+6
|
+0.1%
|
|
