|
1
|
|
$17.6M
|
+$100K
|
+5,816
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.49M
|
+$339K
|
+19,724
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
+$159K
|
+9,268
|
+9%
|
|
|
4
|
ASB Consultores
Aventura,
Florida
|
$1.65M
|
+$149K
|
+8,640
|
+10%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.25M
|
+$33.9K
|
+1,972
|
+3%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$1.12M
|
+$1.07M
|
+62,252
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$931K
|
+$133K
|
+7,736
|
+18%
|
|
|
8
|
RMR Capital Management
Tustin,
California
|
$844K
|
-$43.5K
|
-2,528
|
-5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$802K
|
-$31.6K
|
-1,836
|
-4%
|
|
|
10
|
Bosun Asset Management
Chicago,
Illinois
|
$717K
|
–
|
–
|
–
|
|
|
11
|
Axiom Advisory
San Diego,
California
|
$682K
|
+$10.7K
|
+620
|
+2%
|
|
|
12
|
9258 Wealth Management
Blue Ash,
Ohio
|
$665K
|
-$275K
|
-16,000
|
-30%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$665K
|
-$471K
|
-27,420
|
-43%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$617K
|
-$619
|
-36
|
-0.1%
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$454K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$379K
|
+$25.4K
|
+1,480
|
+8%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$353K
|
+$62.6K
|
+3,640
|
+23%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$334K
|
+$6.88K
|
+400
|
+2%
|
|
|
19
|
CWA Asset Management Group
Naples,
Florida
|
$251K
|
+$241K
|
+14,000
|
New
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$232K
|
–
|
–
|
–
|
|
|
21
|
Sensible Money
Scottsdale,
Arizona
|
$232K
|
–
|
–
|
–
|
|
|
22
|
RVW Wealth
Los Angeles,
California
|
$220K
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$215K
|
+$206K
|
+12,000
|
New
|
|
|
24
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$215K
|
+$206K
|
+12,000
|
New
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$93.2K
|
-$24.8K
|
-1,440
|
-22%
|
|
