|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.55M
|
-$124K
|
-8,159
|
-2%
|
|
|
2
|
|
$5.47M
|
+$26.7K
|
+1,755
|
+0.5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.75M
|
+$1.61M
|
+105,701
|
+51%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.87M
|
+$840K
|
+55,220
|
+27%
|
|
|
5
|
Lehman Financial Resources
Media,
Pennsylvania
|
$1.98M
|
+$92.9K
|
+6,108
|
+5%
|
|
|
6
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.68M
|
–
|
–
|
–
|
|
|
7
|
NWAM LLC
Mercer Island,
Washington
|
$1.55M
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$14.7K
|
+966
|
+1%
|
|
|
9
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.02M
|
+$59.6K
|
+3,920
|
+6%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$979K
|
-$6.11K
|
-402
|
-0.6%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$785K
|
+$19.9K
|
+1,310
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$780K
|
-$362K
|
-23,780
|
-31%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$751K
|
+$380K
|
+25,000
|
+101%
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$726K
|
+$3.33K
|
+219
|
+0.5%
|
|
|
15
|
Roundview Capital
Princeton,
New Jersey
|
$664K
|
+$190K
|
+12,500
|
+40%
|
|
|
16
|
VanEck Associates
New York
|
$545K
|
-$114K
|
-7,493
|
-17%
|
|
|
17
|
Proficio Capital Partners
Newton,
Massachusetts
|
$510K
|
+$106K
|
+7,000
|
+26%
|
|
|
18
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$450K
|
+$9.88K
|
+650
|
+2%
|
|
|
19
|
|
$395K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$348K
|
+$19.1K
|
+1,257
|
+6%
|
|
|
21
|
Edge Wealth Management
New York
|
$309K
|
-$30.4K
|
-2,000
|
-9%
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$284K
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$266K
|
+$91
|
+6
|
+0%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$239K
|
-$22.8K
|
-1,500
|
-9%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$203K
|
+$204K
|
+13,430
|
New
|
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