|
1
|
Icon Advisers
Greenwood Village,
Colorado
|
$5.22M
|
+$1.97M
|
+145,344
|
+38%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.7M
|
+$307K
|
+22,570
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.43M
|
-$1.45M
|
-106,452
|
-30%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.83M
|
-$374K
|
-27,500
|
-13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.59M
|
-$181K
|
-13,328
|
-8%
|
|
|
6
|
Relative Value Partners Group
|
$1.22M
|
+$322K
|
+23,697
|
+24%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$907K
|
+$40.8K
|
+3,005
|
+3%
|
|
|
8
|
|
$851K
|
-$192K
|
-14,139
|
-14%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$495K
|
+$78.5K
|
+5,776
|
+13%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$387K
|
-$23.1K
|
-1,700
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176K
|
+$162K
|
+11,958
|
+208%
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$72K
|
+$98.5K
|
+7,250
|
New
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
–
|
–
|
–
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23K
|
-$54K
|
-3,976
|
-64%
|
|
|
16
|
Edge Wealth Management
New York
|
$20K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14K
|
+$19K
|
+1,400
|
New
|
|
|
18
|
V Wealth Advisors
Overland Park,
Kansas
|
$14K
|
+$20.4K
|
+1,500
|
New
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Virtu KCG Holdings
New York
|
–
|
-$192K
|
-13,982
|
Closed
|
|
|
21
|
Proficio Capital Partners
Newton,
Massachusetts
|
–
|
-$52K
|
-3,800
|
Closed
|
|
