|
1
|
|
$90M
|
+$5.29M
|
+205,984
|
+6%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$35.2M
|
+$156K
|
+6,093
|
+0.4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$3.98M
|
+154,949
|
+55%
|
|
|
4
|
|
$3.49M
|
+$114K
|
+4,443
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.15M
|
-$4.52M
|
-176,038
|
-59%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
+$36.6K
|
+1,424
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.07M
|
+$302K
|
+11,753
|
+17%
|
|
|
8
|
American International Group
New York
|
$2.06M
|
+$139K
|
+5,422
|
+7%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$983K
|
+$983K
|
+38,294
|
New
|
|
|
10
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$890K
|
+$765K
|
+29,779
|
+613%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$623K
|
+$198K
|
+7,718
|
+47%
|
|
|
12
|
|
$565K
|
+$565K
|
+22,004
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$535K
|
+$122K
|
+4,742
|
+29%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$487K
|
-$9.24K
|
-360
|
-2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$459K
|
-$952K
|
-37,091
|
-67%
|
|
|
16
|
|
$426K
|
+$43.7K
|
+1,700
|
+11%
|
|
|
17
|
Patten Group
Chattanooga,
Tennessee
|
$370K
|
-$11.6K
|
-450
|
-3%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$359K
|
+$324K
|
+12,623
|
+921%
|
|
|
19
|
|
$323K
|
+$323K
|
+12,560
|
New
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$312K
|
+$66.9K
|
+2,605
|
+27%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$232K
|
-$5.19K
|
-202
|
-2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$211K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$71K
|
-$18.6K
|
-724
|
-21%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
-$12.9K
|
-503
|
-17%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$55K
|
+$1.18K
|
+46
|
+2%
|
|
