|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$645K
|
+40,282
|
+7%
|
|
|
2
|
|
$5.31M
|
+$211K
|
+13,181
|
+4%
|
|
|
3
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.44M
|
+$22.7K
|
+1,415
|
+0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
-$697K
|
-43,483
|
-15%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.52M
|
-$76.9K
|
-4,800
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.18M
|
+$45.8K
|
+2,858
|
+4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
+$27.3K
|
+1,703
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$962K
|
+$24.5K
|
+1,527
|
+3%
|
|
|
9
|
NWAM LLC
Mercer Island,
Washington
|
$778K
|
-$4.41K
|
-275
|
-0.5%
|
|
|
10
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$691K
|
+$715K
|
+44,640
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$413K
|
+$1.67K
|
+104
|
+0.4%
|
|
|
12
|
Cambridge Trust
Cambridge,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
13
|
Smith, Moore & Co
Clayton,
Missouri
|
$306K
|
–
|
–
|
–
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$290K
|
–
|
–
|
–
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$288K
|
-$71.7K
|
-4,473
|
-19%
|
|
|
16
|
Mariner Investment Group
Harrison,
New York
|
$283K
|
+$293K
|
+18,299
|
New
|
|
|
17
|
VanEck Associates
New York
|
$275K
|
+$33.7K
|
+2,101
|
+13%
|
|
|
18
|
Evercore Wealth Management
New York
|
$213K
|
–
|
–
|
–
|
|
|
19
|
BlackRock Investment Management
Wilmington,
Delaware
|
$213K
|
+$221K
|
+13,800
|
New
|
|
|
20
|
CIBC Bank USA
Chicago,
Illinois
|
$183K
|
–
|
–
|
–
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$97K
|
+$99.9K
|
+6,238
|
New
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$52K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$48K
|
-$6.01K
|
-375
|
-11%
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$47K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
-$11.6K
|
-721
|
-26%
|
|
