|
1
|
UBS Group
Zurich,
Switzerland
|
$4.22M
|
-$275K
|
-18,345
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.73M
|
-$160K
|
-10,657
|
-4%
|
|
|
3
|
|
$2.08M
|
-$118K
|
-7,866
|
-5%
|
|
|
4
|
NWAM LLC
Mercer Island,
Washington
|
$1.46M
|
-$77.3K
|
-5,150
|
-5%
|
|
|
5
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.44M
|
-$73.6K
|
-4,900
|
-5%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.43M
|
+$9.01K
|
+600
|
+0.6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.17M
|
-$55.9K
|
-3,726
|
-5%
|
|
|
8
|
Magnus Financial Group
New York
|
$1.16M
|
+$886K
|
+59,007
|
+308%
|
|
|
9
|
Roundview Capital
Princeton,
New Jersey
|
$861K
|
–
|
–
|
–
|
|
|
10
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$835K
|
-$45K
|
-3,000
|
-5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$787K
|
-$233K
|
-15,505
|
-23%
|
|
|
12
|
Lantz Financial
Naperville,
Illinois
|
$769K
|
+$21.5K
|
+1,431
|
+3%
|
|
|
13
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$737K
|
+$743K
|
+49,471
|
New
|
|
|
14
|
Prospera Financial Services
Dallas,
Texas
|
$697K
|
+$50K
|
+3,328
|
+8%
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$656K
|
+$2.51K
|
+167
|
+0.4%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$588K
|
-$121K
|
-8,089
|
-17%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$582K
|
+$586K
|
+39,062
|
New
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$578K
|
-$330K
|
-22,000
|
-36%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$564K
|
+$28.1K
|
+1,874
|
+5%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$539K
|
+$147K
|
+9,768
|
+37%
|
|
|
21
|
Realta Investment Advisors
Wilmington,
Delaware
|
$481K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$451K
|
–
|
–
|
–
|
|
|
23
|
|
$390K
|
–
|
–
|
–
|
|
|
24
|
Managed Account Services
Coconut Grove,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$346K
|
-$8.26K
|
-550
|
-2%
|
|
