|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$22.3M
|
+$5.68M
|
+130,168
|
+32%
|
|
|
2
|
|
$19.7M
|
-$1.97M
|
-45,171
|
-9%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$16.2M
|
-$260K
|
-5,955
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$3.67M
|
-83,952
|
-20%
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.93M
|
-$2.01M
|
-45,930
|
-18%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.51M
|
+$684K
|
+15,667
|
+8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.62M
|
+$4.16M
|
+95,318
|
+153%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$6.18M
|
-$581K
|
-13,313
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.99M
|
+$293K
|
+6,708
|
+5%
|
|
|
10
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.99M
|
+$4.13M
|
+94,637
|
New
|
|
|
11
|
Private Advisory Group
Redmond,
Washington
|
$3.6M
|
+$3.74M
|
+85,759
|
New
|
|
|
12
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$3.09M
|
-$4.48M
|
-102,602
|
-58%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
-$867K
|
-19,845
|
-26%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.26M
|
-$1.06M
|
-24,311
|
-31%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.2M
|
-$1.03M
|
-23,698
|
-31%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$2.16M
|
+$167K
|
+3,825
|
+8%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.94M
|
-$1.88M
|
-42,944
|
-48%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
-$1.77M
|
-40,452
|
-49%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$1.76M
|
+$217K
|
+4,959
|
+13%
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
$1.71M
|
+$1.08M
|
+24,684
|
+153%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$1.71M
|
+$1.72M
|
+39,446
|
New
|
|
|
22
|
Investment Partners
New Philadelphia,
Ohio
|
$1.58M
|
-$386K
|
-8,845
|
-19%
|
|
|
23
|
Bluefin Capital Management
New York
|
$1.54M
|
+$1.61M
|
+36,770
|
New
|
|
|
24
|
|
$1.52M
|
+$1.59M
|
+36,359
|
New
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$1.47M
|
-$102K
|
-2,339
|
-6%
|
|
