|
1
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$3.25M
|
+$3.18M
|
+173,868
|
New
|
|
|
2
|
Stephens Inc
Little Rock,
Arkansas
|
$3.08M
|
-$83.7K
|
-4,581
|
-3%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.46M
|
+$231K
|
+12,630
|
+11%
|
|
|
4
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.83M
|
+$55.6K
|
+3,041
|
+3%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$1.82M
|
+$55.5K
|
+3,037
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.8M
|
-$935K
|
-51,145
|
-34%
|
|
|
7
|
Mosaic Financial Partners
San Francisco,
California
|
$1.3M
|
+$130K
|
+7,114
|
+11%
|
|
|
8
|
|
$1.05M
|
+$89.9K
|
+4,916
|
+10%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$766K
|
-$1.51M
|
-82,368
|
-67%
|
|
|
10
|
BB&T Securities
Richmond,
Virginia
|
$722K
|
-$81.9K
|
-4,479
|
-10%
|
|
|
11
|
|
$672K
|
+$657K
|
+35,948
|
New
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$520K
|
–
|
–
|
–
|
|
|
13
|
Patriot Wealth Management
Houston,
Texas
|
$417K
|
+$407K
|
+22,282
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$315K
|
+$82K
|
+4,486
|
+36%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$253K
|
+$247K
|
+13,526
|
New
|
|
|
16
|
VSR Financial Services
Overland Park,
Kansas
|
$225K
|
+$220K
|
+12,039
|
New
|
|
|
17
|
WFG Advisors
Dallas,
Texas
|
$91K
|
-$3.77K
|
-206
|
-4%
|
|
|
18
|
American International Group
New York
|
$62.2K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$52K
|
+$10.9K
|
+595
|
+27%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$41K
|
-$7.71K
|
-422
|
-16%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$31.8K
|
+1,741
|
New
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.7K
|
+$5.48K
|
+300
|
+43%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$653K
|
-36,402
|
Closed
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$384K
|
-21,436
|
Closed
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
–
|
-$4.46K
|
-250
|
Closed
|
|
