|
1
|
|
$3.98M
|
+$2.37M
|
+56,169
|
+137%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$126K
|
+2,992
|
+14%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
-$59.3K
|
-1,405
|
-5%
|
|
|
4
|
AFS Financial Group
Bethesda,
Maryland
|
$992K
|
-$82.5K
|
-1,956
|
-7%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$627K
|
-$198K
|
-4,704
|
-24%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$470K
|
-$203K
|
-4,816
|
-30%
|
|
|
7
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$422K
|
+$103K
|
+2,430
|
+31%
|
|
|
8
|
Adams Wealth Management
Logan,
Utah
|
$276K
|
+$284K
|
+6,732
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$239K
|
+$246K
|
+5,821
|
New
|
|
|
10
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$28.3K
|
+$29.1K
|
+690
|
New
|
|
|
11
|
Live Oak Investment Partners
Austin,
Texas
|
$4.14K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$492
|
-$44.5K
|
-1,054
|
-99%
|
|
|
13
|
|
$82
|
+$84
|
+2
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$177K
|
-4,106
|
Closed
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$18K
|
-419
|
Closed
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$43
|
-1
|
Closed
|
|
