|
1
|
Wells Fargo
San Francisco,
California
|
$5.2M
|
+$2.92M
|
+94,319
|
+134%
|
|
|
2
|
|
$3.67M
|
+$158K
|
+5,099
|
+5%
|
|
|
3
|
|
$3.39M
|
+$783K
|
+25,331
|
+31%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.7M
|
+$68.6K
|
+2,219
|
+4%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.49M
|
-$195K
|
-6,320
|
-12%
|
|
|
6
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.14M
|
-$55K
|
-1,778
|
-5%
|
|
|
7
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.13M
|
-$768K
|
-24,839
|
-41%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$699K
|
-$389K
|
-12,575
|
-36%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$670K
|
+$54.8K
|
+1,773
|
+9%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$587K
|
+$7.89K
|
+255
|
+1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$547K
|
+$9.7K
|
+314
|
+2%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$541K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$520K
|
-$85.6K
|
-2,768
|
-14%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$473K
|
+$15.8K
|
+510
|
+4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$383K
|
+$5.32K
|
+172
|
+1%
|
|
|
16
|
SG Americas Securities
New York
|
$346K
|
-$752K
|
-24,312
|
-69%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$339K
|
+$6.71K
|
+217
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$308K
|
+$129K
|
+4,164
|
+75%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$306K
|
+$204K
|
+6,593
|
+212%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$291K
|
+$21.8K
|
+706
|
+8%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$151K
|
+$3.84K
|
+124
|
+3%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$59K
|
–
|
–
|
–
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
24
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$10K
|
-$3.87K
|
-125
|
-27%
|
|
