|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$18.5M
|
-$5.18M
|
-39,879
|
-22%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16M
|
+$310K
|
+2,383
|
+2%
|
|
|
3
|
|
$12.7M
|
-$137K
|
-1,056
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.23M
|
-$547K
|
-4,207
|
-8%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.95M
|
-$170K
|
-1,312
|
-3%
|
|
|
6
|
|
$5.01M
|
+$36.1K
|
+278
|
+0.7%
|
|
|
7
|
|
$4.96M
|
-$29.1K
|
-224
|
-0.6%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.37M
|
+$4.28M
|
+32,955
|
+26,155%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.83M
|
-$106K
|
-813
|
-3%
|
|
|
10
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$3.21M
|
+$571K
|
+4,393
|
+22%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.83M
|
-$53.1K
|
-409
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.58M
|
+$6.11K
|
+47
|
+0.4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
+$20.3K
|
+156
|
+1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.54M
|
-$63.8K
|
-491
|
-4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
-$45.3K
|
-349
|
-3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$1.35M
|
+$24.2K
|
+186
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$49.9K
|
+384
|
+4%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$886K
|
+$54.4K
|
+419
|
+7%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$853K
|
+$2.34K
|
+18
|
+0.3%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$819K
|
-$18.4K
|
-142
|
-2%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$819K
|
+$142K
|
+1,095
|
+21%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$814K
|
-$8.84K
|
-68
|
-1%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$800K
|
-$3.9K
|
-30
|
-0.5%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$772K
|
-$11.2K
|
-86
|
-1%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$745K
|
-$2.08K
|
-16
|
-0.3%
|
|
