|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.45M
|
-$4.28M
|
-53,691
|
-35%
|
|
|
2
|
|
$8.06M
|
+$7.53M
|
+94,551
|
New
|
|
|
3
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$7.24M
|
+$3.19M
|
+39,992
|
+89%
|
|
|
4
|
Crestone Asset Management
Boulder,
Colorado
|
$6.54M
|
+$5.35M
|
+67,148
|
+700%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.17M
|
+$1.92M
|
+24,150
|
+66%
|
|
|
6
|
|
$4.41M
|
+$26.2K
|
+329
|
+0.6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.22M
|
+$2.93M
|
+36,803
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.93M
|
+$172K
|
+2,157
|
+7%
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.09M
|
-$736K
|
-9,242
|
-27%
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$1.97M
|
-$144K
|
-1,810
|
-7%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.93M
|
+$147K
|
+1,841
|
+9%
|
|
|
12
|
Silvercrest Asset Management
New York
|
$1.48M
|
+$162K
|
+2,033
|
+13%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.46M
|
-$121K
|
-1,516
|
-8%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.44M
|
-$1.92M
|
-24,094
|
-59%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4M
|
-$83.3K
|
-1,045
|
-6%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.34M
|
+$15.9K
|
+200
|
+1%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.3M
|
-$702K
|
-8,809
|
-37%
|
|
|
18
|
Roundview Capital
Princeton,
New Jersey
|
$1.27M
|
+$1.19M
|
+14,960
|
New
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.25M
|
+$95.9K
|
+1,203
|
+9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
-$894K
|
-11,225
|
-44%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
+$1.05M
|
+13,197
|
New
|
|
|
22
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.11M
|
-$11.2K
|
-140
|
-1%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$952K
|
+$890K
|
+11,166
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$924K
|
+$1.12K
|
+14
|
+0.1%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$791K
|
-$252K
|
-3,167
|
-25%
|
|
