|
1
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.72M
|
+$256K
|
+5,757
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
+$255K
|
+5,736
|
+7%
|
|
|
3
|
|
$3.35M
|
-$300K
|
-6,756
|
-8%
|
|
|
4
|
|
$1.69M
|
+$1.64M
|
+36,827
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.26M
|
-$175K
|
-3,948
|
-13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
+$30.4K
|
+684
|
+3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$662K
|
+14,907
|
+143%
|
|
|
8
|
|
$1.08M
|
-$85.9K
|
-1,934
|
-8%
|
|
|
9
|
|
$671K
|
+$67.9K
|
+1,530
|
+12%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$438K
|
+$130K
|
+2,925
|
+44%
|
|
|
11
|
Concert Wealth Management
San Jose,
California
|
$364K
|
-$48.8K
|
-1,098
|
-12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$320K
|
+$1.51K
|
+34
|
+0.5%
|
|
|
13
|
Tower Trust
Fort Wayne,
Indiana
|
$319K
|
-$127K
|
-2,868
|
-29%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$250K
|
-$20K
|
-450
|
-8%
|
|
|
15
|
Barclays
London,
United Kingdom
|
$90K
|
–
|
–
|
–
|
|
|
16
|
|
$69K
|
+$710
|
+16
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
+$2.22K
|
+50
|
+6%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$35K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$34K
|
+$17.8K
|
+400
|
+115%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$25K
|
-$51.5K
|
-1,160
|
-68%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
22
|
American International Group
New York
|
$10.3K
|
+$9.99K
|
+225
|
New
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$10K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
-$4.35K
|
-98
|
-40%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$3.05M
|
-72,610
|
Closed
|
|
