|
1
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.9M
|
+$1.15M
|
+22,890
|
+7%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$15.3M
|
–
|
–
|
–
|
|
|
3
|
Regal Wealth Group
Seal Beach,
California
|
$9.16M
|
+$103K
|
+2,048
|
+1%
|
|
|
4
|
|
$5.98M
|
+$746K
|
+14,805
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.41M
|
+$39.4K
|
+781
|
+0.7%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.2M
|
+$3.17M
|
+62,808
|
New
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$3M
|
+$2.96M
|
+58,800
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.42M
|
+$274K
|
+5,431
|
+13%
|
|
|
9
|
|
$2.15M
|
+$1.55M
|
+30,730
|
+270%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.64M
|
+$29.8K
|
+591
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.37M
|
-$7.36K
|
-146
|
-0.5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.05M
|
-$173K
|
-3,437
|
-14%
|
|
|
13
|
Norway Savings Bank
Portland,
Maine
|
$858K
|
+$67K
|
+1,330
|
+9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$575K
|
-$139K
|
-2,757
|
-20%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$519K
|
+$22K
|
+436
|
+4%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$300K
|
+$297K
|
+5,890
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$268K
|
+$265K
|
+5,254
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$238K
|
-$680K
|
-13,490
|
-74%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$238K
|
+$236K
|
+4,675
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$66K
|
+$65.3K
|
+1,296
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
+$6.15K
|
+122
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
+$4.99K
|
+99
|
+4,950%
|
|
|
24
|
|
$1K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$1.07M
|
-21,385
|
Closed
|
|
