|
1
|
|
$2.03M
|
+$326K
|
+17,570
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$779K
|
+$320K
|
+17,210
|
+75%
|
|
|
3
|
|
$581K
|
+$557K
|
+30,000
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$400K
|
+$115K
|
+6,210
|
+43%
|
|
|
5
|
CIBC World Market
Toronto,
Ontario, Canada
|
$347K
|
+$333K
|
+17,945
|
New
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$276K
|
-$17.3K
|
-930
|
-6%
|
|
|
7
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$138K
|
+$132K
|
+7,115
|
New
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$134K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$111K
|
+$12.7K
|
+685
|
+14%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$89K
|
+$29.3K
|
+1,580
|
+52%
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
13
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
-$87.2K
|
-4,695
|
-92%
|
|
|
15
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$7.36K
|
+$6.96K
|
+375
|
New
|
|
|
16
|
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5K
|
-$93
|
-5
|
-2%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
-$3.99K
|
-215
|
-58%
|
|
|
19
|
LPL Financial
San Diego,
California
|
–
|
-$235K
|
-14,090
|
Closed
|
|
