|
1
|
|
$51.4M
|
-$22.7M
|
-191,721
|
-30%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$30M
|
-$2.88M
|
-24,381
|
-9%
|
|
|
3
|
Leuthold Group
Minneapolis,
Minnesota
|
$20.1M
|
-$780K
|
-6,592
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.3M
|
+$5.15M
|
+43,526
|
+42%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.3M
|
+$5.37M
|
+45,370
|
+49%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$8.15M
|
-68,945
|
-33%
|
|
|
7
|
Peak Capital Management
Greenwood Village,
Colorado
|
$8.86M
|
+$415K
|
+3,510
|
+5%
|
|
|
8
|
|
$8.8M
|
+$8.87M
|
+75,005
|
New
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.47M
|
-$2.3M
|
-19,477
|
-21%
|
|
|
10
|
Stableford Capital II
Scottsdale,
Arizona
|
$8.12M
|
+$8.19M
|
+69,246
|
New
|
|
|
11
|
Telemus Capital
Southfield,
Michigan
|
$7.07M
|
+$55.9K
|
+473
|
+0.8%
|
|
|
12
|
WealthSource Partners
San Luis Obispo,
California
|
$5.34M
|
+$559K
|
+4,723
|
+12%
|
|
|
13
|
InterOcean Capital
Chicago,
Illinois
|
$5.2M
|
-$91.9K
|
-777
|
-2%
|
|
|
14
|
Berkeley Capital Partners
Milton,
Georgia
|
$4.94M
|
+$4.53M
|
+38,290
|
+995%
|
|
|
15
|
Menlo Advisors
Menlo Park,
California
|
$4.66M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.58M
|
–
|
–
|
–
|
|
|
17
|
Lesa Sroufe & Co
Seattle,
Washington
|
$4.12M
|
+$24.8K
|
+210
|
+0.6%
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$3.69M
|
-$272K
|
-2,301
|
-7%
|
|
|
19
|
|
$3.67M
|
–
|
–
|
–
|
|
|
20
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$3.53M
|
+$3.55M
|
+30,058
|
New
|
|
|
21
|
Tuttle Capital Management
Riverside,
Connecticut
|
$3.43M
|
+$20K
|
+169
|
+0.6%
|
|
|
22
|
DRW Securities
Chicago,
Illinois
|
$3.06M
|
+$3.08M
|
+26,051
|
New
|
|
|
23
|
Sicart Associates
New York
|
$2.9M
|
-$22.2K
|
-188
|
-0.8%
|
|
|
24
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.8M
|
+$46.6K
|
+394
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.47M
|
+$1.12M
|
+9,470
|
+82%
|
|
