|
1
|
|
$20.3M
|
+$210K
|
+14,108
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.01M
|
-$139K
|
-9,300
|
-6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
+$189K
|
+12,688
|
+15%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$930K
|
+$757K
|
+50,816
|
+430%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$825K
|
-$145K
|
-9,724
|
-15%
|
|
|
6
|
9258 Wealth Management
Blue Ash,
Ohio
|
$791K
|
–
|
–
|
–
|
|
|
7
|
CWA Asset Management Group
Naples,
Florida
|
$742K
|
+$745K
|
+50,000
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$678K
|
+$114K
|
+7,620
|
+20%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$650K
|
+$437K
|
+29,340
|
+202%
|
|
|
10
|
Bosun Asset Management
Chicago,
Illinois
|
$593K
|
–
|
–
|
–
|
|
|
11
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$593K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$493K
|
-$495K
|
-33,216
|
-50%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$487K
|
+$95.9K
|
+6,436
|
+24%
|
|
|
14
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$376K
|
–
|
–
|
–
|
|
|
15
|
ASB Consultores
Aventura,
Florida
|
$347K
|
+$349K
|
+23,388
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
$338K
|
-$113K
|
-7,564
|
-25%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$334K
|
-$5.9K
|
-396
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$251K
|
+$65.9K
|
+4,420
|
+35%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$211K
|
–
|
–
|
–
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$192K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$167K
|
-$12.7K
|
-852
|
-7%
|
|
|
23
|
Activest Wealth Management
Aventure,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
24
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$41K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$40K
|
–
|
–
|
–
|
|
