|
1
|
Institute for Wealth Management
Denver,
Colorado
|
$5.75M
|
+$4.35M
|
+770,180
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.22M
|
+$478K
|
+84,567
|
+40%
|
|
|
3
|
Doheny Asset Management
Los Angeles,
California
|
$862K
|
+$652K
|
+115,435
|
New
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$506K
|
+$207K
|
+36,650
|
+118%
|
|
|
5
|
Leisure Capital Management
Costa Mesa,
California
|
$394K
|
-$60.9K
|
-10,769
|
-17%
|
|
|
6
|
Westside Investment Management
Santa Monica,
California
|
$336K
|
–
|
–
|
–
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$284K
|
+$215K
|
+38,000
|
New
|
|
|
8
|
|
$241K
|
+$15.5K
|
+2,736
|
+9%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$191K
|
+$145K
|
+25,616
|
New
|
|
|
10
|
Geode Capital Management
Boston,
Massachusetts
|
$130K
|
–
|
–
|
–
|
|
|
11
|
|
$118K
|
+$89K
|
+15,753
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$104K
|
+$79K
|
+13,984
|
New
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$98K
|
+$73.8K
|
+13,054
|
New
|
|
|
14
|
|
$83K
|
+$62.5K
|
+11,065
|
New
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$82K
|
-$44.2K
|
-7,821
|
-42%
|
|
|
16
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$78K
|
–
|
–
|
–
|
|
|
17
|
SII Investments
Appleton,
Wisconsin
|
$70K
|
+$56.5K
|
+10,000
|
New
|
|
|
18
|
|
$55K
|
+$41.5K
|
+7,350
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$39K
|
-$173K
|
-30,598
|
-85%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$29K
|
–
|
–
|
–
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$13K
|
+$8.19K
|
+1,450
|
+414%
|
|
|
22
|
Delpha Capital Management
New York
|
$5K
|
+$3.77K
|
+668
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$2.83K
|
+500
|
New
|
|
|
24
|
Barclays
London,
United Kingdom
|
$1K
|
+$565
|
+100
|
New
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$1K
|
+$565
|
+100
|
New
|
|
