|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.5M
|
-$8.25M
|
-330,293
|
-19%
|
|
|
2
|
|
$12.6M
|
-$2.39M
|
-95,746
|
-16%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$7.51M
|
+$948K
|
+37,945
|
+14%
|
|
|
4
|
|
$5.85M
|
-$1.15M
|
-46,070
|
-16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.74M
|
+$691K
|
+27,662
|
+17%
|
|
|
6
|
Baird
Milwaukee,
Wisconsin
|
$3.05M
|
-$337K
|
-13,500
|
-10%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$1.93M
|
+$849K
|
+34,000
|
+79%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
+$75.2K
|
+3,011
|
+5%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$1.35M
|
–
|
–
|
–
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.06M
|
-$101K
|
-4,029
|
-9%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$983K
|
+$984K
|
+39,384
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$855K
|
-$22.5K
|
-900
|
-3%
|
|
|
13
|
|
$855K
|
-$22.1K
|
-885
|
-3%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$624K
|
–
|
–
|
–
|
|
|
15
|
Curian Capital
Denver,
Colorado
|
$532K
|
+$532K
|
+21,305
|
New
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$501K
|
+$501K
|
+20,059
|
New
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$454K
|
-$111K
|
-4,429
|
-20%
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$356K
|
–
|
–
|
–
|
|
|
19
|
Bailard
Foster City,
California
|
$289K
|
+$289K
|
+11,567
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$280K
|
-$55.9K
|
-2,239
|
-17%
|
|
|
21
|
New England Securities
New York
|
$278K
|
+$264K
|
+10,561
|
+1,821%
|
|
|
22
|
BlackRock Institutional Trust
San Francisco,
California
|
$220K
|
-$219K
|
-8,768
|
-50%
|
|
|
23
|
Efficient Market Advisors
San Diego,
California
|
$125K
|
–
|
–
|
–
|
|
|
24
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$115K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$114K
|
-$41.9K
|
-1,677
|
-27%
|
|
