|
1
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
-$1.03M
|
-18,629
|
-6%
|
|
|
2
|
|
$15.5M
|
+$528K
|
+9,502
|
+4%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.8M
|
+$32.4K
|
+583
|
+0.3%
|
|
|
4
|
Insight Wealth Strategies
San Ramon,
California
|
$8.65M
|
+$250K
|
+4,506
|
+3%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.79M
|
+$7.55M
|
+136,079
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.76M
|
+$981K
|
+17,671
|
+27%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
-$78.9K
|
-1,422
|
-4%
|
|
|
8
|
|
$1.63M
|
+$1.58M
|
+28,474
|
New
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.31M
|
+$13K
|
+235
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
-$702K
|
-12,643
|
-36%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$627K
|
+11,303
|
+125%
|
|
|
12
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.03M
|
-$8.94K
|
-161
|
-0.9%
|
|
|
13
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.03M
|
–
|
–
|
–
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.02M
|
+$993K
|
+17,894
|
New
|
|
|
15
|
Aviance Capital Management
Sarasota,
Florida
|
$969K
|
-$2.67K
|
-48
|
-0.3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$930K
|
+$142K
|
+2,558
|
+19%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$915K
|
-$419K
|
-7,539
|
-32%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$809K
|
+$785K
|
+14,138
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$793K
|
-$130K
|
-2,349
|
-14%
|
|
|
20
|
Alpine Woods Capital Investors
Purchase,
New York
|
$641K
|
–
|
–
|
–
|
|
|
21
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$529K
|
-$1.07M
|
-19,348
|
-68%
|
|
|
22
|
|
$524K
|
+$183K
|
+3,292
|
+56%
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$508K
|
-$6.61K
|
-119
|
-1%
|
|
|
24
|
NTV Asset Management
Charleston,
West Virginia
|
$498K
|
-$33.3K
|
-600
|
-6%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$422K
|
-$3.99M
|
-71,880
|
-91%
|
|
