|
1
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$80.5K
|
+2,524
|
+0.8%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$4.3M
|
+$4.21M
|
+132,109
|
New
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.12M
|
-$4.2M
|
-131,709
|
-58%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.92M
|
+$2.86M
|
+89,796
|
New
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$2.39M
|
+$57.5K
|
+1,802
|
+3%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$2.13M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.8M
|
-$2.01M
|
-63,167
|
-53%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.32M
|
+$1.3M
|
+40,623
|
New
|
|
|
9
|
|
$1.27M
|
+$1.25M
|
+39,140
|
New
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.1M
|
+$292K
|
+9,144
|
+38%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$795K
|
-$62.2K
|
-1,952
|
-7%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$771K
|
+$756K
|
+23,710
|
New
|
|
|
13
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$740K
|
-$75.1K
|
-2,357
|
-9%
|
|
|
14
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$532K
|
+$322K
|
+10,094
|
+161%
|
|
|
15
|
|
$457K
|
-$1.42M
|
-44,623
|
-76%
|
|
|
16
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$67K
|
+$255
|
+8
|
+0.4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
-$1.02M
|
-32,043
|
-95%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$51K
|
–
|
–
|
–
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$46K
|
–
|
–
|
–
|
|
|
20
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$1.74M
|
-58,304
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$57.9K
|
-1,816
|
-100%
|
|
|
24
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$42K
|
-1,250
|
Closed
|
|
|
25
|
AssetMark Inc
Concord,
California
|
–
|
-$24K
|
-800
|
Closed
|
|
