|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
+$1.04M
|
+51,608
|
+22%
|
|
|
2
|
|
$4.33M
|
+$213K
|
+10,560
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.97M
|
+$3.14M
|
+155,502
|
+357%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.14M
|
-$441K
|
-21,849
|
-12%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$2.08M
|
+$2.11M
|
+104,517
|
New
|
|
|
6
|
|
$1.97M
|
+$1.75M
|
+86,661
|
+715%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$1.1M
|
+$324K
|
+16,026
|
+41%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$1.01M
|
+$46.9K
|
+2,322
|
+5%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$663K
|
+$81
|
+4
|
+0%
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$656K
|
+$665K
|
+32,940
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$277K
|
+$279K
|
+13,811
|
New
|
|
|
12
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$252K
|
+$255K
|
+12,604
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$250K
|
+$152K
|
+7,525
|
+150%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$194K
|
+$17.1K
|
+845
|
+9%
|
|
|
15
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$50K
|
+$50.3K
|
+2,492
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$37K
|
+$162
|
+8
|
+0.4%
|
|
|
17
|
Trust Company
Manhattan,
Kansas
|
$30.3K
|
+$384
|
+19
|
+1%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$21K
|
+$21.7K
|
+1,074
|
New
|
|
|
19
|
American International Group
New York
|
$8K
|
+$8.28K
|
+410
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.08M
|
-52,942
|
Closed
|
|
|
22
|
Lehman Financial Resources
Media,
Pennsylvania
|
–
|
-$96K
|
-4,762
|
Closed
|
|
