|
1
|
|
$7.49M
|
+$786K
|
+24,699
|
+12%
|
|
|
2
|
|
$2.72M
|
+$2.64M
|
+83,094
|
New
|
|
|
3
|
Shamrock Asset Management
Dallas,
Texas
|
$2.51M
|
+$1.18M
|
+37,099
|
+93%
|
|
|
4
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.29M
|
-$119K
|
-3,726
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
+$434K
|
+13,638
|
+35%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
+$54.2K
|
+1,703
|
+4%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$992K
|
+$966K
|
+30,357
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$601K
|
-$227K
|
-7,150
|
-28%
|
|
|
9
|
Risk Paradigm Group
Austin,
Texas
|
$594K
|
-$6.23K
|
-196
|
-1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$518K
|
-$3.21K
|
-101
|
-0.6%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$368K
|
+$131K
|
+4,112
|
+58%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$277K
|
-$25.6K
|
-804
|
-9%
|
|
|
13
|
|
$144K
|
+$137K
|
+4,299
|
+4,830%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$111K
|
-$2.13M
|
-66,889
|
-95%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$84K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$62K
|
+$3.72K
|
+117
|
+7%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$58K
|
-$17.5K
|
-551
|
-24%
|
|
|
18
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$4K
|
+$636
|
+20
|
+16%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$4.84M
|
-107,975
|
Closed
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$2.47M
|
-83,848
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$253K
|
-8,121
|
Closed
|
|
|
24
|
Oppenheimer & Co
New York
|
–
|
-$218K
|
-7,000
|
Closed
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$209K
|
-6,714
|
Closed
|
|
