|
1
|
UBS Group
Zurich,
Switzerland
|
$4.72M
|
+$277K
|
+18,516
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.03M
|
-$2.23M
|
-149,302
|
-36%
|
|
|
3
|
|
$2.69M
|
-$507K
|
-33,862
|
-16%
|
|
|
4
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.86M
|
–
|
–
|
–
|
|
|
5
|
NWAM LLC
Mercer Island,
Washington
|
$1.55M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
-$121K
|
-8,074
|
-8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
-$28.7K
|
-1,920
|
-3%
|
|
|
8
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.09M
|
-$157K
|
-10,500
|
-13%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.08M
|
+$370K
|
+24,741
|
+52%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$971K
|
-$44.1K
|
-2,950
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$900K
|
+$4.59K
|
+307
|
+0.5%
|
|
|
12
|
Roundview Capital
Princeton,
New Jersey
|
$881K
|
+$151K
|
+10,100
|
+21%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$704K
|
+$18.6K
|
+1,241
|
+3%
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$655K
|
+$1.36K
|
+91
|
+0.2%
|
|
|
15
|
Lantz Financial
Naperville,
Illinois
|
$559K
|
+$557K
|
+37,208
|
New
|
|
|
16
|
Realta Investment Advisors
Wilmington,
Delaware
|
$481K
|
+$479K
|
+32,051
|
New
|
|
|
17
|
Proficio Capital Partners
Newton,
Massachusetts
|
$428K
|
-$49.9K
|
-3,335
|
-10%
|
|
|
18
|
|
$394K
|
–
|
–
|
–
|
|
|
19
|
Millennium Management
New York
|
$333K
|
+$331K
|
+22,140
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$325K
|
-$32.7K
|
-2,183
|
-9%
|
|
|
21
|
Smith, Moore & Co
Clayton,
Missouri
|
$316K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$315K
|
–
|
–
|
–
|
|
|
23
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$306K
|
-$8.97K
|
-600
|
-3%
|
|
|
24
|
Edge Wealth Management
New York
|
$274K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$263K
|
-$83.6K
|
-5,586
|
-24%
|
|
