|
1
|
One Day In July LLC
Burlington,
Vermont
|
$13.5M
|
+$3.19M
|
+49,814
|
+31%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
-$1.22M
|
-18,958
|
-11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.06M
|
-$245K
|
-3,830
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.71M
|
+$283K
|
+4,422
|
+3%
|
|
|
5
|
|
$7.58M
|
-$19.1K
|
-298
|
-0.3%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$7.28M
|
+$118K
|
+1,842
|
+2%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.42M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.39M
|
+$204K
|
+3,178
|
+4%
|
|
|
9
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.64M
|
-$6.41K
|
-100
|
-0.2%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$3.61M
|
-$15.1K
|
-236
|
-0.4%
|
|
|
11
|
|
$3.4M
|
+$102K
|
+1,592
|
+3%
|
|
|
12
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.03M
|
+$3.02M
|
+47,074
|
New
|
|
|
13
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.1M
|
-$2.75M
|
-42,874
|
-57%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.94M
|
+$60.1K
|
+938
|
+3%
|
|
|
15
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.62M
|
+$391K
|
+6,094
|
+32%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
-$1.04M
|
-16,250
|
-40%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.49M
|
+$20K
|
+312
|
+1%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.41M
|
-$708K
|
-11,048
|
-33%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.31M
|
-$115K
|
-1,792
|
-8%
|
|
|
20
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.2M
|
-$20.5K
|
-320
|
-2%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$1.16M
|
+$36K
|
+562
|
+3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
-$378K
|
-5,896
|
-27%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1M
|
+$21.1K
|
+330
|
+2%
|
|
|
24
|
Wealth Architects
Mountain View,
California
|
$884K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$806K
|
-$88.8K
|
-1,386
|
-10%
|
|
