|
1
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$36.9M
|
-$1.14M
|
-23,996
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.6M
|
-$219K
|
-4,628
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$239K
|
+5,052
|
+2%
|
|
|
4
|
|
$11.8M
|
+$369K
|
+7,788
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$8.85M
|
+$335K
|
+7,088
|
+4%
|
|
|
6
|
Managed Account Advisors
Jersey City,
New Jersey
|
$7.46M
|
+$7.28M
|
+153,900
|
+5,307%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.78M
|
+$2.83M
|
+59,888
|
+72%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$5.77M
|
-$175K
|
-3,696
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.77M
|
+$99.2K
|
+2,096
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.94M
|
+$2.28M
|
+48,148
|
+139%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.18M
|
+$517K
|
+10,920
|
+19%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$2.51M
|
+$2.49M
|
+52,716
|
New
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.49M
|
-$130K
|
-2,740
|
-5%
|
|
|
14
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.89M
|
-$1.23M
|
-25,912
|
-39%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
-$3.94M
|
-83,296
|
-68%
|
|
|
16
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.7M
|
-$50.7K
|
-1,072
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$7.95K
|
+168
|
+0.5%
|
|
|
18
|
Citizens Business Bank
Ontario,
California
|
$1.21M
|
-$267K
|
-5,648
|
-18%
|
|
|
19
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.18M
|
+$29.7K
|
+628
|
+3%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.04M
|
+$884K
|
+18,684
|
+594%
|
|
|
21
|
Atherton Lane Advisers
Menlo Park,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$593K
|
+$275K
|
+5,816
|
+87%
|
|
|
23
|
Atlas Brown
Louisville,
Kentucky
|
$570K
|
+$22K
|
+464
|
+4%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$463K
|
+$15.9K
|
+336
|
+4%
|
|
|
25
|
SG Americas Securities
New York
|
$366K
|
-$738K
|
-15,600
|
-67%
|
|
