|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$1.92M
|
+50,836
|
+21%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.88M
|
–
|
–
|
–
|
|
|
3
|
|
$4.56M
|
+$1.45M
|
+38,492
|
+43%
|
|
|
4
|
|
$4.54M
|
-$8.67M
|
-230,110
|
-65%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.41M
|
+$693K
|
+18,384
|
+38%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$921K
|
-$5.12K
|
-136
|
-0.5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$492K
|
+$83.8K
|
+2,224
|
+19%
|
|
|
8
|
Squar Milner Financial Services
Irvine,
California
|
$443K
|
+$124K
|
+3,282
|
+36%
|
|
|
9
|
Syntal Capital Partners
Midland,
Texas
|
$313K
|
-$754K
|
-20,018
|
-70%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$291K
|
+$83.7K
|
+2,222
|
+38%
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$255K
|
–
|
–
|
–
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$217K
|
+$229K
|
+6,066
|
New
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$204K
|
-$42.4K
|
-1,126
|
-17%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$53.9K
|
+$3.77K
|
+100
|
+7%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$50K
|
+$52.5K
|
+1,394
|
New
|
|
|
16
|
WhitTier Trust Company
Reno,
Nevada
|
$35K
|
–
|
–
|
–
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$33K
|
–
|
–
|
–
|
|
|
18
|
|
$14K
|
-$17.8K
|
-472
|
-54%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$12K
|
+$8.81K
|
+234
|
+249%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Signet Financial Management
Parsippany,
New Jersey
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.77M
|
-43,332
|
Closed
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$229K
|
-5,604
|
Closed
|
|
