|
1
|
|
$19.9M
|
+$453K
|
+30,920
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.23M
|
+$97K
|
+6,624
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
+$227K
|
+15,504
|
+20%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$957K
|
+$416K
|
+28,432
|
+79%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$867K
|
-$228K
|
-15,544
|
-21%
|
|
|
6
|
9258 Wealth Management
Blue Ash,
Ohio
|
$792K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$626K
|
+$356K
|
+24,336
|
+136%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$455K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$413K
|
-$1.18M
|
-80,764
|
-74%
|
|
|
10
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$376K
|
–
|
–
|
–
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$192K
|
–
|
–
|
–
|
|
|
12
|
First Horizon Corporation
Memphis,
Tennessee
|
$170K
|
–
|
–
|
–
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$132K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
-$39.2K
|
-2,680
|
-26%
|
|
|
15
|
Eaton Vance Management
Boston,
Massachusetts
|
$50K
|
+$49.5K
|
+3,380
|
New
|
|
|
16
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$29K
|
–
|
–
|
–
|
|
|
17
|
|
$23K
|
–
|
–
|
–
|
|
|
18
|
Rockefeller Capital Management
New York
|
$17K
|
+$17.6K
|
+1,200
|
New
|
|
|
19
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$218K
|
-14,800
|
Closed
|
|
|
21
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$13.8K
|
-980
|
Closed
|
|
