|
1
|
Old Port Advisors
Portland,
Maine
|
$2.33M
|
+$147K
|
+3,379
|
+7%
|
|
|
2
|
|
$1.57M
|
-$199K
|
-4,577
|
-11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$869K
|
-$128K
|
-2,949
|
-13%
|
|
|
4
|
LVW Advisors
Pittsford,
New York
|
$562K
|
+$24.3K
|
+559
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$263K
|
+$65.2K
|
+1,500
|
+34%
|
|
|
6
|
Private Capital Group
West Hartford,
Connecticut
|
$262K
|
+$104K
|
+2,399
|
+69%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$220K
|
–
|
–
|
–
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$211K
|
+$209K
|
+4,805
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
-$73.6K
|
-1,692
|
-29%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$75K
|
-$52.2K
|
-1,200
|
-41%
|
|
|
11
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$69K
|
–
|
–
|
–
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$52.4K
|
–
|
–
|
–
|
|
|
13
|
Anchor Investment Management
Columbia,
South Carolina
|
$45.4K
|
–
|
–
|
–
|
|
|
14
|
|
$20K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
16
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$5K
|
+$5.43K
|
+125
|
New
|
|
|
17
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$828K
|
-19,216
|
Closed
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$10K
|
-234
|
Closed
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$9K
|
-200
|
Closed
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$6K
|
-130
|
Closed
|
|
