|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.8M
|
-$1.13M
|
-47,391
|
-29%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.91M
|
+$144K
|
+6,048
|
+8%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$1.63M
|
+$1.23M
|
+51,858
|
+317%
|
|
|
4
|
|
$1.25M
|
+$887K
|
+37,244
|
+243%
|
|
|
5
|
C-J Advisory
San Jose,
California
|
$504K
|
+$88.9K
|
+3,735
|
+22%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$420K
|
+$108K
|
+4,528
|
+35%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$379K
|
+$378K
|
+15,871
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$196K
|
+$135K
|
+5,668
|
+224%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$161K
|
+$3.1K
|
+130
|
+2%
|
|
|
10
|
Legacy Financial Advisors
Covington,
Kentucky
|
$161K
|
+$7.83K
|
+329
|
+5%
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$56K
|
+$56.1K
|
+2,357
|
New
|
|
|
12
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$29K
|
+$28.6K
|
+1,200
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
15
|
LifePlan Financial Group
Dayton,
Ohio
|
$18K
|
+$18.1K
|
+759
|
New
|
|
|
16
|
|
$5K
|
+$333
|
+14
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4K
|
+$3.6K
|
+151
|
New
|
|
|
18
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$3K
|
+$3.07K
|
+129
|
New
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
–
|
-$125K
|
-5,139
|
Closed
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
–
|
-$8K
|
-327
|
Closed
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$1K
|
-25
|
Closed
|
|
