|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.9M
|
-$1.98M
|
-56,365
|
-5%
|
|
|
2
|
|
$12.8M
|
-$24K
|
-685
|
-0.2%
|
|
|
3
|
Davis Investment Partners
Charlotte,
North Carolina
|
$10.4M
|
+$9.41M
|
+268,505
|
New
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$8.37M
|
-$1.46M
|
-41,590
|
-15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.4M
|
-$352K
|
-10,050
|
-5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.27M
|
+$5.03M
|
+143,395
|
+441%
|
|
|
7
|
Carmel Capital Management
Carmel,
California
|
$6.07M
|
+$48.2K
|
+1,375
|
+0.8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.82M
|
+$65.7K
|
+1,875
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.2M
|
-$99.5K
|
-2,840
|
-2%
|
|
|
10
|
Oppenheimer Asset Management
New York
|
$5.19M
|
-$3.15M
|
-89,790
|
-38%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.73M
|
-$253K
|
-7,225
|
-5%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.5M
|
-$49.1K
|
-1,400
|
-1%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.18M
|
+$4.11M
|
+117,335
|
New
|
|
|
14
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.98M
|
+$3.91M
|
+111,580
|
New
|
|
|
15
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.64M
|
-$48.2K
|
-1,375
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
+$1.1M
|
+31,445
|
+74%
|
|
|
17
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$2.23M
|
-$114K
|
-3,250
|
-5%
|
|
|
18
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.22M
|
+$153K
|
+4,375
|
+8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.99M
|
-$531K
|
-15,145
|
-21%
|
|
|
20
|
Choice Wealth Advisors
Waterville,
Maine
|
$1.73M
|
-$6.66K
|
-190
|
-0.4%
|
|
|
21
|
Burns Matteson Capital Management
Corning,
New York
|
$1.71M
|
-$18K
|
-515
|
-1%
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.54M
|
+$1.51M
|
+43,165
|
New
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.47M
|
-$55.9K
|
-1,595
|
-4%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.28M
|
+$1.26M
|
+36,035
|
New
|
|
|
25
|
Oppenheimer & Co
New York
|
$1.28M
|
+$1.02M
|
+29,175
|
+443%
|
|
