|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.42M
|
-$1.3M
|
-81,411
|
-15%
|
|
|
2
|
|
$4.94M
|
-$812K
|
-50,837
|
-14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.56M
|
+$483K
|
+30,255
|
+12%
|
|
|
4
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.4M
|
+$16.1K
|
+1,008
|
+0.4%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.94M
|
+$120K
|
+7,500
|
+7%
|
|
|
6
|
NWAM LLC
Mercer Island,
Washington
|
$1.83M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.77M
|
+$32.6K
|
+2,038
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.36M
|
+$208
|
+13
|
+0%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$988K
|
-$71.6K
|
-4,485
|
-7%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$616K
|
–
|
–
|
–
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$597K
|
+$152K
|
+9,509
|
+35%
|
|
|
12
|
VanEck Associates
New York
|
$556K
|
+$199K
|
+12,442
|
+57%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$446K
|
+$23.7K
|
+1,484
|
+6%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$405K
|
-$2.17K
|
-136
|
-0.5%
|
|
|
15
|
Newgate Capital Management
Greenwich,
Connecticut
|
$358K
|
+$354K
|
+22,170
|
New
|
|
|
16
|
Smith, Moore & Co
Clayton,
Missouri
|
$320K
|
–
|
–
|
–
|
|
|
17
|
Cambridge Trust
Cambridge,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
18
|
Concert Wealth Management
San Jose,
California
|
$304K
|
–
|
–
|
–
|
|
|
19
|
Evercore Wealth Management
New York
|
$223K
|
–
|
–
|
–
|
|
|
20
|
CIBC Bank USA
Chicago,
Illinois
|
$194K
|
+$1.05K
|
+66
|
+0.6%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$192K
|
-$9.82K
|
-615
|
-5%
|
|
|
22
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$190K
|
–
|
–
|
–
|
|
|
23
|
Citizens Financial Group
Providence,
Rhode Island
|
$144K
|
+$1.12K
|
+70
|
+0.8%
|
|
|
24
|
|
$130K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
-$89.4K
|
-5,597
|
-45%
|
|
