|
1
|
Wells Fargo
San Francisco,
California
|
$5.12M
|
-$234K
|
-7,283
|
-4%
|
|
|
2
|
|
$3.81M
|
+$35.9K
|
+1,119
|
+1%
|
|
|
3
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.78M
|
+$24.2K
|
+754
|
+1%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.46M
|
-$72.9K
|
-2,273
|
-5%
|
|
|
5
|
SimplyRich
Carlsbad,
California
|
$1.25M
|
+$1.23M
|
+38,309
|
New
|
|
|
6
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$1.24M
|
+$1.23M
|
+38,220
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$481K
|
+15,008
|
+68%
|
|
|
8
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.14M
|
-$27.9K
|
-869
|
-2%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.06M
|
+$1.05M
|
+32,708
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$764K
|
+$456K
|
+14,231
|
+154%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$683K
|
-$6.96K
|
-217
|
-1%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$589K
|
-$16.5K
|
-514
|
-3%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$557K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$521K
|
-$40.8K
|
-1,273
|
-7%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$494K
|
+$6.64K
|
+207
|
+1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$493K
|
-$42.3K
|
-1,320
|
-8%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$361K
|
+$44.2K
|
+1,379
|
+14%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$345K
|
-$48.3K
|
-1,506
|
-12%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$320K
|
-$29.4K
|
-917
|
-9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$182K
|
-$134K
|
-4,164
|
-43%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$179K
|
+$23.8K
|
+742
|
+16%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$61K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$52.3K
|
+$51.5K
|
+1,607
|
New
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$34K
|
-$11.2K
|
-350
|
-25%
|
|
|
25
|
Financial Gravity Companies
Lakeway,
Texas
|
$14K
|
+$12.8K
|
+398
|
New
|
|
