|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.75M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.43M
|
-$4.66K
|
-379
|
-0.4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.19M
|
-$737K
|
-59,991
|
-41%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$972K
|
+$398K
|
+32,384
|
+88%
|
|
|
5
|
Essex Financial Services
Essex,
Connecticut
|
$312K
|
+$52K
|
+4,232
|
+24%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$248K
|
-$6.2K
|
-504
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$173K
|
–
|
–
|
–
|
|
|
8
|
|
$104K
|
-$541K
|
-43,994
|
-86%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$59K
|
-$2.26K
|
-184
|
-4%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$27K
|
–
|
–
|
–
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$14K
|
+$12.3K
|
+1,000
|
New
|
|
|
15
|
|
$13K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$6.86K
|
+558
|
New
|
|
|
17
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$2.46K
|
+200
|
New
|
|
|
19
|
PSI Advisors
Tampa,
Florida
|
$2K
|
+$1.6K
|
+130
|
New
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
+$1.23K
|
+100
|
New
|
|
|
21
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$159K
|
-13,383
|
Closed
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$35K
|
-3,000
|
Closed
|
|
|
23
|
Credit Agricole
Montrouge Cedex,
France
|
–
|
-$12K
|
-1,000
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$5K
|
-463
|
Closed
|
|
|
25
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
–
|
-$3K
|
-262
|
Closed
|
|
