|
1
|
Bouchey Financial Group
Troy,
New York
|
$9.57M
|
+$6.53M
|
+693,414
|
+234%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.88M
|
+$766K
|
+81,357
|
+13%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$4.74M
|
+$4.62M
|
+490,308
|
New
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$3.02M
|
+$48.4K
|
+5,142
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
+$1.35M
|
+143,358
|
New
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$362K
|
+$102K
|
+10,800
|
+40%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$279K
|
+$271K
|
+28,827
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$277K
|
+$270K
|
+28,656
|
New
|
|
|
9
|
|
$247K
|
-$521K
|
-55,284
|
-68%
|
|
|
10
|
|
$206K
|
+$122K
|
+12,939
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$182K
|
+$154K
|
+16,380
|
+678%
|
|
|
12
|
American International Group
New York
|
$26K
|
–
|
–
|
–
|
|
|
13
|
Private Ocean
San Rafael,
California
|
$1K
|
+$395
|
+42
|
+41%
|
|
|
14
|
|
–
|
-$441K
|
-47,577
|
Closed
|
|
|
15
|
Brouwer & Janachowski
Mill Valley,
California
|
–
|
-$2K
|
-189
|
Closed
|
|
