|
1
|
HL Financial Services
Louisville,
Kentucky
|
$2.96M
|
-$70.6K
|
-3,617
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.9M
|
+$351K
|
+17,961
|
+24%
|
|
|
3
|
SignalPoint Asset Management
Springfield,
Missouri
|
$828K
|
-$80.5K
|
-4,122
|
-9%
|
|
|
4
|
Concert Wealth Management
San Jose,
California
|
$757K
|
–
|
–
|
–
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$665K
|
+$3.12K
|
+160
|
+0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$630K
|
+$1.31K
|
+67
|
+0.2%
|
|
|
7
|
|
$446K
|
+$160K
|
+8,183
|
+60%
|
|
|
8
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$409K
|
-$7.81K
|
-400
|
-2%
|
|
|
9
|
Timber Hill
Greenwich,
Connecticut
|
$346K
|
-$80K
|
-4,095
|
-19%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$338K
|
+$252K
|
+12,922
|
+354%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$284K
|
-$2.13M
|
-109,323
|
-89%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$251K
|
-$34.7K
|
-1,779
|
-13%
|
|
|
13
|
|
$229K
|
-$224K
|
-11,477
|
-51%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$218K
|
-$13.9K
|
-711
|
-6%
|
|
|
15
|
Winfield Associates
Cleveland,
Ohio
|
$55K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
–
|
–
|
–
|
|
|
17
|
New England Securities
New York
|
$41K
|
–
|
–
|
–
|
|
|
18
|
Partnervest Advisory Services
Santa Barbara,
California
|
$13K
|
–
|
–
|
–
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$8K
|
+$7.81K
|
+400
|
New
|
|
|
20
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6.12K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.33K
|
+$5.1K
|
+261
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$19K
|
-1,000
|
Closed
|
|
