|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$3.68M
|
+104,574
|
+23%
|
|
|
2
|
Boston Advisors
Boston,
Massachusetts
|
$10M
|
+$9.07M
|
+257,654
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.55M
|
+$3.36M
|
+95,322
|
+447%
|
|
|
4
|
Segment Wealth Management
Houston,
Texas
|
$3.67M
|
+$3.32M
|
+94,220
|
New
|
|
|
5
|
|
$2.86M
|
-$1.69K
|
-48
|
-0.1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.5M
|
+$2.26M
|
+64,150
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$993K
|
+$565K
|
+16,052
|
+170%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$915K
|
-$35.2K
|
-1,000
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$730K
|
+$337K
|
+9,568
|
+105%
|
|
|
10
|
American Portfolios Advisors
Holbrook,
New York
|
$563K
|
+$54K
|
+1,534
|
+12%
|
|
|
11
|
Squar Milner Financial Services
Irvine,
California
|
$492K
|
+$7.04K
|
+200
|
+2%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$251K
|
+$227K
|
+6,446
|
New
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$212K
|
+$191K
|
+5,430
|
New
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$127K
|
-$32.5K
|
-924
|
-22%
|
|
|
16
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$96K
|
-$14.8K
|
-420
|
-15%
|
|
|
17
|
WhitTier Trust Company
Reno,
Nevada
|
$38K
|
–
|
–
|
–
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$35K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17K
|
+$15.2K
|
+432
|
New
|
|
|
20
|
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$1.06K
|
+30
|
+100%
|
|
|
23
|
|
–
|
-$2.1M
|
-69,040
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$67K
|
-2,200
|
Closed
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
–
|
-$43K
|
-1,400
|
Closed
|
|
