|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$5.46M
|
+169,076
|
+57%
|
|
|
2
|
|
$2.24M
|
-$1.74M
|
-53,710
|
-42%
|
|
|
3
|
|
$2.1M
|
-$1.86M
|
-57,596
|
-45%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$745K
|
-$39.6K
|
-1,224
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$649K
|
+$246K
|
+7,598
|
+55%
|
|
|
6
|
American Portfolios Advisors
Holbrook,
New York
|
$393K
|
+$368K
|
+11,402
|
+758%
|
|
|
7
|
Squar Milner Financial Services
Irvine,
California
|
$378K
|
+$1.94K
|
+60
|
+0.5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$287K
|
+$42.4K
|
+1,312
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$279K
|
+$296K
|
+9,154
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$270K
|
-$6.82M
|
-210,900
|
-96%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$127K
|
-$49.2K
|
-1,524
|
-27%
|
|
|
12
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$87K
|
+$92.9K
|
+2,874
|
New
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$67K
|
+$60.5K
|
+1,872
|
+571%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$43K
|
+$194
|
+6
|
+0.4%
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$30K
|
–
|
–
|
–
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$28K
|
–
|
–
|
–
|
|
|
17
|
|
$9K
|
-$3.23K
|
-100
|
-25%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.41M
|
-67,284
|
Closed
|
|
|
21
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$313K
|
-8,754
|
Closed
|
|
|
22
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$255K
|
-7,102
|
Closed
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$217K
|
-6,066
|
Closed
|
|
|
24
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$9K
|
-260
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$1K
|
-30
|
Closed
|
|
