|
1
|
Wells Fargo
San Francisco,
California
|
$8.49M
|
-$798K
|
-24,922
|
-8%
|
|
|
2
|
|
$5.1M
|
-$589K
|
-18,408
|
-10%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.72M
|
+$154K
|
+4,812
|
+9%
|
|
|
4
|
SimplyRich
Carlsbad,
California
|
$1.37M
|
-$256
|
-8
|
-0%
|
|
|
5
|
|
$1.2M
|
-$1.81M
|
-56,634
|
-59%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.12M
|
-$92.7K
|
-2,898
|
-7%
|
|
|
7
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.04M
|
+$172K
|
+5,369
|
+19%
|
|
|
8
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$1.03M
|
-$88.6K
|
-2,769
|
-7%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$876K
|
+$309K
|
+9,669
|
+50%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$664K
|
-$2.05K
|
-64
|
-0.3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$600K
|
+$63.5K
|
+1,984
|
+11%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$576K
|
-$22.7K
|
-709
|
-4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$559K
|
-$224
|
-7
|
-0%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$526K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$518K
|
–
|
–
|
–
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$484K
|
+$160K
|
+5,006
|
+46%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$289K
|
-$7.17K
|
-224
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$265K
|
+$60.5K
|
+1,889
|
+27%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$208K
|
-$350K
|
-10,936
|
-61%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$80K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$63K
|
–
|
–
|
–
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$20K
|
+$640
|
+20
|
+3%
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$18K
|
+$18.6K
|
+582
|
New
|
|
|
24
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$10K
|
–
|
–
|
–
|
|
