|
1
|
Wells Fargo
San Francisco,
California
|
$23M
|
-$1.77M
|
-28,427
|
-7%
|
|
|
2
|
|
$19.7M
|
+$439K
|
+7,047
|
+2%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.2M
|
+$9.9K
|
+159
|
+0.1%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$10.5M
|
+$621K
|
+9,976
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.55M
|
+$524K
|
+8,422
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.05M
|
-$878K
|
-14,105
|
-11%
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.02M
|
-$191K
|
-3,067
|
-4%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.58M
|
+$186K
|
+2,980
|
+8%
|
|
|
9
|
PineBridge Investments
New York
|
$2.16M
|
+$206K
|
+3,300
|
+10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.93M
|
-$13.5K
|
-217
|
-0.7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
-$401K
|
-6,438
|
-17%
|
|
|
12
|
Fluent Financial
Dallas,
Texas
|
$1.32M
|
+$18.5K
|
+297
|
+1%
|
|
|
13
|
Aviance Capital Management
Sarasota,
Florida
|
$1.25M
|
-$180K
|
-2,886
|
-12%
|
|
|
14
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.2M
|
-$1.25K
|
-20
|
-0.1%
|
|
|
15
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.16M
|
+$1.17M
|
+18,785
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$949K
|
+$355K
|
+5,707
|
+59%
|
|
|
17
|
Camelot Portfolios
Maumee,
Ohio
|
$857K
|
-$9.65K
|
-155
|
-1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$803K
|
+$634K
|
+10,180
|
+354%
|
|
|
19
|
NTV Asset Management
Charleston,
West Virginia
|
$700K
|
+$24.9K
|
+400
|
+4%
|
|
|
20
|
Insight 2811 Inc
Chicago,
Illinois
|
$690K
|
+$698K
|
+11,213
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$666K
|
+$405K
|
+6,511
|
+150%
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$646K
|
+$143K
|
+2,295
|
+28%
|
|
|
23
|
American Financial Network Advisory Services
Calabasas,
California
|
$556K
|
+$563K
|
+9,034
|
+301,133%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$519K
|
-$126K
|
-2,029
|
-19%
|
|
|
25
|
|
$508K
|
+$21.5K
|
+345
|
+4%
|
|
