|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.3M
|
-$1.05M
|
-67,540
|
-10%
|
|
|
2
|
|
$5.44M
|
+$55.2K
|
+3,534
|
+1%
|
|
|
3
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.31M
|
-$203K
|
-12,985
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.98M
|
+$114K
|
+7,291
|
+3%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.62M
|
+$74.9K
|
+4,800
|
+5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$117K
|
+7,479
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.04M
|
-$159K
|
-10,198
|
-13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$824K
|
-$137K
|
-8,762
|
-14%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$421K
|
+$921
|
+59
|
+0.2%
|
|
|
10
|
Cambridge Trust
Cambridge,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$344K
|
+$342K
|
+21,902
|
New
|
|
|
12
|
Smith, Moore & Co
Clayton,
Missouri
|
$311K
|
–
|
–
|
–
|
|
|
13
|
VanEck Associates
New York
|
$303K
|
+$23.6K
|
+1,509
|
+8%
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$294K
|
–
|
–
|
–
|
|
|
15
|
Evercore Wealth Management
New York
|
$216K
|
–
|
–
|
–
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$200K
|
+$102K
|
+6,505
|
+104%
|
|
|
17
|
CIBC Bank USA
Chicago,
Illinois
|
$186K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$145K
|
-$147K
|
-9,417
|
-50%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53K
|
+$20.3K
|
+1,300
|
+63%
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$52K
|
–
|
–
|
–
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$48K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$48K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39K
|
+$15.3K
|
+978
|
+66%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$24K
|
+$23.4K
|
+1,500
|
New
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18K
|
–
|
–
|
–
|
|
