|
1
|
Placemark Investments
Chicago,
Illinois
|
$3.74M
|
+$130K
|
+6,315
|
+4%
|
|
|
2
|
|
$3.23M
|
+$174K
|
+8,448
|
+6%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.64M
|
-$267K
|
-12,966
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$1.02M
|
-49,689
|
-30%
|
|
|
5
|
|
$1.61M
|
–
|
–
|
–
|
|
|
6
|
WFG Advisors
Dallas,
Texas
|
$1.03M
|
+$44.3K
|
+2,151
|
+5%
|
|
|
7
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$979K
|
–
|
–
|
–
|
|
|
8
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$902K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$884K
|
-$3.41M
|
-165,489
|
-80%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$627K
|
+$588K
|
+28,554
|
+4,759%
|
|
|
11
|
|
$546K
|
+$105K
|
+5,106
|
+25%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$501K
|
+$480K
|
+23,328
|
New
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$501K
|
+$480K
|
+23,328
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$439K
|
+$44.8K
|
+2,175
|
+12%
|
|
|
15
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$428K
|
+$38.6K
|
+1,878
|
+10%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$253K
|
+$95.9K
|
+4,662
|
+65%
|
|
|
17
|
New England Securities
New York
|
$138K
|
-$115K
|
-5,610
|
-47%
|
|
|
18
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$128K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$76.4K
|
+$38.7K
|
+1,881
|
+112%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$71K
|
+$123
|
+6
|
+0.2%
|
|
|
21
|
Regal Investment Advisors
Kentwood,
Michigan
|
$36K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$28K
|
-$5.68K
|
-276
|
-17%
|
|
|
23
|
|
$3K
|
–
|
–
|
–
|
|
|
24
|
|
$3K
|
–
|
–
|
–
|
|
|
25
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$879K
|
-45,000
|
Closed
|
|
