|
1
|
|
$3.5M
|
+$242K
|
+21,074
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2M
|
+$347K
|
+30,240
|
+22%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.79M
|
+$910K
|
+79,287
|
+109%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$716K
|
+$49.3K
|
+4,300
|
+8%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$462K
|
–
|
–
|
–
|
|
|
6
|
|
$423K
|
-$13.9K
|
-1,213
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$409K
|
-$1.02M
|
-88,661
|
-72%
|
|
|
8
|
|
$362K
|
+$177K
|
+15,404
|
+101%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$234K
|
-$61.3K
|
-5,339
|
-21%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$217K
|
-$906
|
-79
|
-0.4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$168K
|
+$163K
|
+14,199
|
New
|
|
|
12
|
CIBC World Market
Toronto,
Ontario, Canada
|
$149K
|
+$145K
|
+12,630
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$128K
|
-$69.5K
|
-6,054
|
-36%
|
|
|
14
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$92K
|
–
|
–
|
–
|
|
|
15
|
WFG Advisors
Dallas,
Texas
|
$45K
|
-$10.6K
|
-920
|
-20%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$24K
|
+$11.5K
|
+1,000
|
+100%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$15K
|
+$1.96K
|
+171
|
+15%
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14K
|
-$1.01K
|
-88
|
-7%
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
-$11.8K
|
-1,030
|
-56%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
+$5.28K
|
+460
|
New
|
|
|
24
|
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
