|
1
|
UBS Group
Zurich,
Switzerland
|
$2.01M
|
-$123K
|
-2,285
|
-5%
|
|
|
2
|
|
$1.61M
|
-$282K
|
-5,232
|
-13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$801K
|
-$108K
|
-1,998
|
-11%
|
|
|
4
|
Asset Dedication LLC
San Francisco,
California
|
$711K
|
-$3.07K
|
-57
|
-0.4%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$570K
|
-$304K
|
-5,639
|
-32%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$389K
|
+$140K
|
+2,598
|
+47%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$313K
|
-$16.2K
|
-300
|
-4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$215K
|
+$242K
|
+4,486
|
New
|
|
|
9
|
Wambolt & Associates
Littleton,
Colorado
|
$206K
|
+$232K
|
+4,296
|
New
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$123K
|
-$71.1K
|
-1,319
|
-34%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$77K
|
-$39.5K
|
-732
|
-31%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$41K
|
+$17.1K
|
+318
|
+58%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$38K
|
-$2.32K
|
-43
|
-5%
|
|
|
14
|
|
$34K
|
+$37.9K
|
+703
|
New
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$11K
|
+$11.9K
|
+220
|
New
|
|
|
16
|
Ruggie Capital Group
Tavares,
Florida
|
$11K
|
+$12.1K
|
+225
|
New
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Omnia Family Wealth
Aventura,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$679K
|
-11,112
|
Closed
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$332K
|
-5,428
|
Closed
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$207K
|
-3,385
|
Closed
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$92K
|
-1,504
|
Closed
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
–
|
-$19K
|
-316
|
Closed
|
|
