|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
+$3.94M
|
+288,080
|
+396%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.48M
|
+$12K
|
+880
|
+0.3%
|
|
|
3
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.96M
|
-$1.62M
|
-118,271
|
-45%
|
|
|
4
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.66M
|
-$1.69M
|
-123,511
|
-50%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.44M
|
+$101K
|
+7,382
|
+7%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.31M
|
+$8.32K
|
+608
|
+0.6%
|
|
|
7
|
|
$865K
|
+$260K
|
+19,026
|
+42%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$708K
|
-$815K
|
-59,571
|
-53%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$535K
|
+$1.42K
|
+104
|
+0.2%
|
|
|
10
|
Telemus Capital
Southfield,
Michigan
|
$403K
|
–
|
–
|
–
|
|
|
11
|
Csenge Advisory Group
Clearwater,
Florida
|
$337K
|
+$10.5K
|
+765
|
+3%
|
|
|
12
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$297K
|
+$301K
|
+22,015
|
New
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$268K
|
+$21K
|
+1,536
|
+8%
|
|
|
14
|
Lucia Wealth Services
San Diego,
California
|
$251K
|
-$86.5K
|
-6,316
|
-25%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$232K
|
-$67.7K
|
-4,947
|
-22%
|
|
|
16
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$214K
|
-$34.4K
|
-2,516
|
-14%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$114K
|
–
|
–
|
–
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$97K
|
+$64.1K
|
+4,682
|
+185%
|
|
|
19
|
|
$43K
|
+$44.5K
|
+3,250
|
New
|
|
|
20
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$41K
|
-$4.11K
|
-300
|
-9%
|
|
|
21
|
|
$29K
|
+$19.7K
|
+1,437
|
+204%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
+$15.9K
|
+1,158
|
+339%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18K
|
–
|
–
|
–
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
