|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.17M
|
-$536K
|
-36,245
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
-$75.6K
|
-5,110
|
-2%
|
|
|
3
|
|
$3.14M
|
-$706K
|
-47,752
|
-18%
|
|
|
4
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.83M
|
+$1.83M
|
+123,968
|
New
|
|
|
5
|
NWAM LLC
Mercer Island,
Washington
|
$1.52M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.5M
|
-$2.09M
|
-141,037
|
-58%
|
|
|
7
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.23M
|
-$303K
|
-20,500
|
-20%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
+$31.4K
|
+2,122
|
+3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$1.04M
|
+69,980
|
New
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$998K
|
-$188K
|
-12,700
|
-16%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$876K
|
-$93.3K
|
-6,305
|
-10%
|
|
|
12
|
Roundview Capital
Princeton,
New Jersey
|
$717K
|
+$14.8K
|
+1,000
|
+2%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$696K
|
+$430K
|
+29,059
|
+161%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$674K
|
-$158K
|
-10,698
|
-19%
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$642K
|
-$32K
|
-2,164
|
-5%
|
|
|
16
|
VanEck Associates
New York
|
$610K
|
-$73.4K
|
-4,962
|
-11%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$541K
|
+$2.43K
|
+164
|
+0.5%
|
|
|
18
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$479K
|
-$605K
|
-40,907
|
-56%
|
|
|
19
|
Proficio Capital Partners
Newton,
Massachusetts
|
$470K
|
–
|
–
|
–
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$396K
|
+$58.9K
|
+3,980
|
+17%
|
|
|
21
|
|
$387K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$352K
|
+$125K
|
+8,462
|
+55%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$342K
|
+$235K
|
+15,865
|
+218%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$311K
|
–
|
–
|
–
|
|
|
25
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$310K
|
-$179K
|
-12,125
|
-37%
|
|
