|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$11M
|
+$604K
|
+23,925
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
-$67.7K
|
-2,681
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
+$71.8K
|
+2,845
|
+5%
|
|
|
4
|
|
$1.12M
|
-$348K
|
-13,798
|
-23%
|
|
|
5
|
Financial Advisory Group
Houston,
Texas
|
$495K
|
+$616K
|
+24,405
|
New
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$338K
|
+$7.58K
|
+300
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$323K
|
+$120K
|
+4,758
|
+58%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$319K
|
+$146K
|
+5,795
|
+83%
|
|
|
9
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$231K
|
-$517K
|
-20,465
|
-69%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$218K
|
+$17.8K
|
+705
|
+9%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$203K
|
+$205K
|
+8,126
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$201K
|
+$204K
|
+8,077
|
New
|
|
|
13
|
Anchor Investment Management
Columbia,
South Carolina
|
$198K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$194K
|
+$170K
|
+6,741
|
+643%
|
|
|
15
|
|
$177K
|
+$80.6K
|
+3,193
|
+82%
|
|
|
16
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$4.35M
|
-169,688
|
Closed
|
|
|
17
|
Pacific Sun Financial
Los Angeles,
California
|
–
|
-$4.35M
|
-169,688
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.05M
|
-41,103
|
Closed
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$605K
|
-23,608
|
Closed
|
|
|
20
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$268K
|
-10,468
|
Closed
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$7K
|
-289
|
Closed
|
|
