|
1
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
+$15.1M
|
+813,129
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
+$1.58M
|
+85,044
|
+12%
|
|
|
3
|
|
$5.44M
|
+$722K
|
+38,973
|
+16%
|
|
|
4
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$5.28M
|
+$5.18M
|
+279,411
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.84M
|
+$147K
|
+7,941
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
-$8.28K
|
-447
|
-0.6%
|
|
|
7
|
Rockland Trust
Hanover,
Massachusetts
|
$1.28M
|
+$1.25M
|
+67,512
|
New
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1M
|
+$983K
|
+53,025
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$983K
|
-$743K
|
-40,074
|
-44%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$778K
|
-$39.8K
|
-2,145
|
-5%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$465K
|
+$455K
|
+24,567
|
New
|
|
|
12
|
Placemark Investments
Chicago,
Illinois
|
$463K
|
+$36.6K
|
+1,977
|
+9%
|
|
|
13
|
Sterling Global Strategies
Carlsbad,
California
|
$393K
|
+$385K
|
+20,760
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79K
|
–
|
–
|
–
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$62K
|
+$22.2K
|
+1,200
|
+57%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$60K
|
–
|
–
|
–
|
|
|
17
|
American International Group
New York
|
$47K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
+$5.56K
|
+300
|
New
|
|
|
19
|
|
–
|
-$389K
|
-21,354
|
Closed
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$81K
|
-4,473
|
Closed
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$22K
|
-1,200
|
Closed
|
|
|
22
|
Barclays
London,
United Kingdom
|
–
|
-$14K
|
-750
|
Closed
|
|
|
23
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
+$56
|
+3
|
New
|
|
