|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$85.9M
|
-$5.79M
|
-96,216
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.5M
|
-$347K
|
-5,765
|
-0.7%
|
|
|
3
|
|
$32M
|
+$8.87M
|
+147,517
|
+39%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.9M
|
+$4.79M
|
+79,725
|
+22%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$26.3M
|
+$4.83M
|
+80,396
|
+23%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
+$20.8M
|
+345,523
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$386K
|
-6,421
|
-3%
|
|
|
8
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$13.6M
|
+$954K
|
+15,861
|
+8%
|
|
|
9
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$13.1M
|
+$49.1K
|
+817
|
+0.4%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$13.1M
|
+$212K
|
+3,530
|
+2%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.1M
|
+$981K
|
+16,320
|
+9%
|
|
|
12
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$11.2M
|
+$8.35M
|
+138,808
|
+308%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.89M
|
-$12.9M
|
-214,860
|
-57%
|
|
|
14
|
Country Club Trust
Kansas City,
Missouri
|
$7.97M
|
+$1.17M
|
+19,542
|
+18%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.14M
|
+$1.01M
|
+16,718
|
+17%
|
|
|
16
|
Northeast Financial Consultants
Westport,
Connecticut
|
$6.4M
|
-$889K
|
-14,793
|
-12%
|
|
|
17
|
|
$5.88M
|
+$2.14M
|
+35,603
|
+58%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.62M
|
+$1.42M
|
+23,610
|
+34%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.44M
|
+$1.25M
|
+20,734
|
+31%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$4.85M
|
+$45.3K
|
+753
|
+1%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$4.83M
|
+$111K
|
+1,854
|
+2%
|
|
|
22
|
Windsor Creek Advisors
Bethel,
Vermont
|
$4.37M
|
+$948K
|
+15,775
|
+28%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$3.93M
|
+$3.88M
|
+64,575
|
New
|
|
|
24
|
|
$3.9M
|
+$326K
|
+5,415
|
+9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.85M
|
+$291K
|
+4,847
|
+8%
|
|
