|
1
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.85M
|
-$253K
|
-5,376
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.05M
|
+$1.08M
|
+22,949
|
+28%
|
|
|
3
|
|
$3.98M
|
+$471K
|
+10,014
|
+14%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.44M
|
+$120K
|
+2,549
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.28M
|
+$21.2K
|
+450
|
+2%
|
|
|
6
|
|
$1.19M
|
+$55.5K
|
+1,181
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$951K
|
+20,225
|
+2,428%
|
|
|
8
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$703K
|
+$691K
|
+14,700
|
New
|
|
|
9
|
|
$698K
|
-$2.26K
|
-48
|
-0.3%
|
|
|
10
|
Partnervest Advisory Services
Santa Barbara,
California
|
$647K
|
+$636K
|
+13,527
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$488K
|
+$158K
|
+3,353
|
+49%
|
|
|
12
|
|
$454K
|
-$1.29M
|
-27,346
|
-74%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$426K
|
-$31K
|
-660
|
-7%
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$383K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$381K
|
-$817K
|
-17,388
|
-69%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$337K
|
+$331K
|
+7,042
|
New
|
|
|
17
|
Tower Trust
Fort Wayne,
Indiana
|
$301K
|
-$32.2K
|
-684
|
-10%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$257K
|
-$4.7K
|
-100
|
-2%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$204K
|
+$200K
|
+4,245
|
New
|
|
|
20
|
Barclays
London,
United Kingdom
|
$94K
|
–
|
–
|
–
|
|
|
21
|
|
$72K
|
+$376
|
+8
|
+0.5%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$36K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$36K
|
–
|
–
|
–
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
+$29.6K
|
+630
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$26K
|
–
|
–
|
–
|
|
