|
1
|
|
$11.4M
|
+$3M
|
+81,958
|
+35%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.49M
|
+$1.54M
|
+42,023
|
+30%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.27M
|
+$177K
|
+4,836
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
-$26.5K
|
-724
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
-$69.8K
|
-1,908
|
-4%
|
|
|
6
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.62M
|
-$101K
|
-2,769
|
-6%
|
|
|
7
|
Breiter Capital Management
Bradenton,
Florida
|
$1.46M
|
+$698K
|
+19,092
|
+89%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.43M
|
-$483K
|
-13,210
|
-25%
|
|
|
9
|
Risk Paradigm Group
Austin,
Texas
|
$610K
|
-$7.72K
|
-211
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$496K
|
+$33.4K
|
+912
|
+7%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$480K
|
+$86.2K
|
+2,357
|
+22%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$468K
|
-$15.7K
|
-428
|
-3%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$405K
|
–
|
–
|
–
|
|
|
14
|
|
$320K
|
+$9.44K
|
+258
|
+3%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$233K
|
-$114K
|
-3,105
|
-32%
|
|
|
16
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$52.6K
|
-$11.1K
|
-303
|
-17%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
+$35.8K
|
+980
|
+1,960%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$23K
|
-$24.8K
|
-677
|
-52%
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$4K
|
-$731
|
-20
|
-14%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$789K
|
-22,291
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$532K
|
-15,034
|
Closed
|
|
|
24
|
|
–
|
-$430K
|
-12,035
|
Closed
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$209K
|
-5,852
|
Closed
|
|
