|
1
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
-$2.23M
|
-36,564
|
-8%
|
|
|
2
|
|
$18.8M
|
+$4.95M
|
+81,092
|
+35%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.9M
|
+$329K
|
+5,386
|
+3%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$9.65M
|
+$680K
|
+11,148
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.71M
|
-$68K
|
-1,114
|
-0.9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.85M
|
+$5.97M
|
+97,804
|
+594%
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.07M
|
-$145K
|
-2,374
|
-3%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.09M
|
+$273K
|
+4,474
|
+108%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.33M
|
-$2.48M
|
-40,603
|
-51%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.21M
|
-$113K
|
-1,845
|
-5%
|
|
|
11
|
PineBridge Investments
New York
|
$1.9M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.89M
|
-$472K
|
-7,732
|
-20%
|
|
|
13
|
Aviance Capital Management
Sarasota,
Florida
|
$1.39M
|
-$180K
|
-2,953
|
-11%
|
|
|
14
|
Fluent Financial
Dallas,
Texas
|
$1.27M
|
+$1.29M
|
+21,169
|
New
|
|
|
15
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.17M
|
-$2.93K
|
-48
|
-0.2%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
+$108K
|
+1,770
|
+10%
|
|
|
17
|
|
$1.12M
|
+$111K
|
+1,826
|
+11%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$844K
|
+$561K
|
+9,192
|
+188%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$771K
|
+$137K
|
+2,244
|
+21%
|
|
|
20
|
NTV Asset Management
Charleston,
West Virginia
|
$658K
|
+$18.3K
|
+300
|
+3%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$630K
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$582K
|
+$143K
|
+2,341
|
+32%
|
|
|
23
|
American Financial Network Advisory Services
Calabasas,
California
|
$574K
|
+$183
|
+3
|
New
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$492K
|
+$69.3K
|
+1,135
|
+16%
|
|
|
25
|
|
$475K
|
+$15K
|
+245
|
+3%
|
|
