|
1
|
Wells Fargo
San Francisco,
California
|
$7.95M
|
-$740K
|
-21,768
|
-8%
|
|
|
2
|
|
$5.72M
|
-$326K
|
-9,588
|
-5%
|
|
|
3
|
|
$4.92M
|
+$1.23K
|
+36
|
+0%
|
|
|
4
|
Nelson Capital Management
Menlo Park,
California
|
$4.59M
|
+$4.76M
|
+139,815
|
New
|
|
|
5
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.91M
|
+$4.06M
|
+119,235
|
New
|
|
|
6
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.83M
|
+$45.7K
|
+1,344
|
+1%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.4M
|
+$3.52M
|
+103,611
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.84M
|
+$436K
|
+12,807
|
+30%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$1.58M
|
+$1.64M
|
+48,078
|
New
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.55M
|
+$65.6K
|
+1,929
|
+4%
|
|
|
11
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.24M
|
+$77.6K
|
+2,280
|
+6%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.22M
|
+$988K
|
+29,049
|
+360%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1M
|
-$40.6K
|
-1,194
|
-4%
|
|
|
14
|
|
$765K
|
-$20.3K
|
-597
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$733K
|
-$68.4K
|
-2,010
|
-8%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$621K
|
+$437K
|
+12,846
|
+211%
|
|
|
17
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$596K
|
+$132K
|
+3,873
|
+27%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$588K
|
-$43.5K
|
-1,278
|
-7%
|
|
|
19
|
Ken Stern & Associates
San Diego,
California
|
$518K
|
+$5.1K
|
+150
|
+1%
|
|
|
20
|
Financial Sense Advisors
San Diego,
California
|
$342K
|
+$355K
|
+10,437
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$276K
|
-$17.3K
|
-510
|
-6%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$276K
|
+$29.3K
|
+861
|
+11%
|
|
|
23
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$257K
|
-$41K
|
-1,206
|
-13%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$244K
|
-$21.9K
|
-645
|
-8%
|
|
|
25
|
Liberty Capital Management
Birmingham,
Michigan
|
$217K
|
–
|
–
|
–
|
|
