|
1
|
HL Financial Services
Louisville,
Kentucky
|
$3.02M
|
+$50.3K
|
+2,864
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
+$137K
|
+7,782
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$185K
|
+10,535
|
+20%
|
|
|
4
|
SignalPoint Asset Management
Springfield,
Missouri
|
$937K
|
-$17.9K
|
-1,016
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$920K
|
+$291K
|
+16,533
|
+50%
|
|
|
6
|
Concert Wealth Management
San Jose,
California
|
$699K
|
+$18
|
+1
|
+0%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$598K
|
+$570K
|
+32,405
|
New
|
|
|
8
|
Timber Hill
Greenwich,
Connecticut
|
$461K
|
-$42.9K
|
-2,442
|
-9%
|
|
|
9
|
|
$452K
|
+$20.4K
|
+1,161
|
+5%
|
|
|
10
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$390K
|
-$136K
|
-7,750
|
-27%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$216K
|
+$20.7K
|
+1,180
|
+11%
|
|
|
12
|
|
$172K
|
+$164K
|
+9,340
|
New
|
|
|
13
|
Winfield Associates
Cleveland,
Ohio
|
$51K
|
+$48.1K
|
+2,739
|
New
|
|
|
14
|
New England Securities
New York
|
$37K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
+$17.6K
|
+1,000
|
+100%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Partnervest Advisory Services
Santa Barbara,
California
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6K
|
+$5.27K
|
+300
|
New
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$191K
|
-11,424
|
Closed
|
|
