|
1
|
|
$2.49M
|
+$165K
|
+10,581
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
+$2.15M
|
+138,350
|
New
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$1.77M
|
-$144K
|
-9,277
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$935K
|
-$28K
|
-1,799
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$786K
|
+$116K
|
+7,426
|
+18%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$511K
|
+$137K
|
+8,765
|
+38%
|
|
|
7
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$373K
|
+$763
|
+49
|
+0.2%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
9
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$232K
|
-$10.9K
|
-700
|
-5%
|
|
|
10
|
VanEck Associates
New York
|
$221K
|
-$58.6K
|
-3,762
|
-21%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$195K
|
–
|
–
|
–
|
|
|
12
|
|
$186K
|
-$119K
|
-7,630
|
-39%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
–
|
–
|
–
|
|
|
14
|
Nuveen
Charlotte,
North Carolina
|
$171K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$160K
|
+$11.4K
|
+735
|
+8%
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$119K
|
+$15.6K
|
+1,000
|
+15%
|
|
|
17
|
National Planning Corporation
El Segundo,
California
|
$109K
|
-$96.3K
|
-6,181
|
-48%
|
|
|
18
|
Wealthfront
Palo Alto,
California
|
$64K
|
+$62.3K
|
+4,000
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$56K
|
-$7.79K
|
-500
|
-13%
|
|
|
20
|
American International Group
New York
|
$55.6K
|
–
|
–
|
–
|
|
|
21
|
North Star Investment Management
Chicago,
Illinois
|
$52K
|
+$51.4K
|
+3,300
|
New
|
|
|
22
|
Joel Isaacson & Co
New York
|
$39K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$18.4K
|
+1,181
|
+129%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
25
|
D'Orazio & Associates
Falls Church,
Virginia
|
$21K
|
–
|
–
|
–
|
|
