|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$156M
|
+$4.14M
|
+214,352
|
+3%
|
|
|
2
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$13.3M
|
-$3.86M
|
-200,000
|
-23%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$7.38M
|
-$1.12M
|
-57,991
|
-13%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$6.87M
|
+$693K
|
+35,909
|
+11%
|
|
|
5
|
|
$5.17M
|
-$1.08M
|
-55,863
|
-17%
|
|
|
6
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$3.08M
|
–
|
–
|
–
|
|
|
7
|
VSR Financial Services
Overland Park,
Kansas
|
$2.76M
|
+$509K
|
+26,391
|
+23%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.49M
|
+$19.1K
|
+991
|
+0.8%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.17M
|
+$26.7K
|
+1,384
|
+1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.83M
|
+$25.2K
|
+1,303
|
+1%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$1.72M
|
-$282K
|
-14,595
|
-14%
|
|
|
12
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.53M
|
–
|
–
|
–
|
|
|
13
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.32M
|
+$113K
|
+5,850
|
+9%
|
|
|
14
|
Virtu KCG Holdings
New York
|
$559K
|
+$557K
|
+28,854
|
New
|
|
|
15
|
|
$344K
|
-$104K
|
-5,381
|
-23%
|
|
|
16
|
Klingenstein Fields & Co
New York
|
$288K
|
-$18.3K
|
-950
|
-6%
|
|
|
17
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$41K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$38K
|
+$38.2K
|
+1,981
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
–
|
–
|
–
|
|
|
21
|
Washington Trust Bank
Spokane,
Washington
|
$23K
|
–
|
–
|
–
|
|
|
22
|
American International Group
New York
|
$11.6K
|
+$11.6K
|
+601
|
New
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$442K
|
-23,000
|
Closed
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$24K
|
-1,300
|
Closed
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$22K
|
-1,154
|
Closed
|
|
