|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$4.45M
|
-143,231
|
-24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.51M
|
+$329K
|
+10,597
|
+6%
|
|
|
3
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.78M
|
-$663K
|
-21,326
|
-12%
|
|
|
4
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.3M
|
+$221K
|
+7,101
|
+21%
|
|
|
5
|
|
$895K
|
+$301K
|
+9,682
|
+51%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$867K
|
+$137K
|
+4,400
|
+19%
|
|
|
7
|
Boys Arnold & Co
Asheville,
North Carolina
|
$618K
|
–
|
–
|
–
|
|
|
8
|
|
$470K
|
-$70.1K
|
-2,256
|
-13%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$449K
|
+$445K
|
+14,315
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$353K
|
-$8.89K
|
-286
|
-2%
|
|
|
11
|
Efficient Advisors
Mason,
Ohio
|
$343K
|
+$6.99K
|
+225
|
+2%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$299K
|
-$27.9K
|
-898
|
-9%
|
|
|
13
|
Partnervest Advisory Services
Santa Barbara,
California
|
$217K
|
-$69.9K
|
-2,248
|
-25%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$90K
|
+$32.8K
|
+1,056
|
+58%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78K
|
+$15.1K
|
+485
|
+24%
|
|
|
16
|
American International Group
New York
|
$62.7K
|
–
|
–
|
–
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$49K
|
-$6.22K
|
-200
|
-11%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$47K
|
+$46.1K
|
+1,483
|
New
|
|
|
19
|
WFG Advisors
Dallas,
Texas
|
$46K
|
+$280
|
+9
|
+0.6%
|
|
|
20
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$31K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
22
|
Pathstone Family Office
Englewood,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$864K
|
-28,111
|
Closed
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$596K
|
-19,388
|
Closed
|
|
|
25
|
|
–
|
-$278K
|
-9,032
|
Closed
|
|
