|
1
|
Wells Fargo
San Francisco,
California
|
$3.58M
|
+$2.92M
|
+135,870
|
+583%
|
|
|
2
|
HL Financial Services
Louisville,
Kentucky
|
$3.16M
|
-$183K
|
-8,530
|
-6%
|
|
|
3
|
|
$1.68M
|
-$1.71M
|
-79,651
|
-52%
|
|
|
4
|
|
$1.06M
|
+$651K
|
+30,300
|
+177%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$968K
|
+$924K
|
+43,053
|
New
|
|
|
6
|
Institute for Wealth Management
Denver,
Colorado
|
$923K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$447K
|
+$15.1K
|
+701
|
+4%
|
|
|
8
|
Camelot Portfolios
Maumee,
Ohio
|
$434K
|
+$180K
|
+8,386
|
+77%
|
|
|
9
|
Oppenheimer & Co
New York
|
$423K
|
+$43
|
+2
|
+0%
|
|
|
10
|
SignalPoint Asset Management
Springfield,
Missouri
|
$416K
|
-$2.01M
|
-93,647
|
-83%
|
|
|
11
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
12
|
|
$298K
|
+$285K
|
+13,269
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$193K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$181K
|
+$19.3K
|
+900
|
+13%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
16
|
Winfield Associates
Cleveland,
Ohio
|
$62K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58K
|
+$6.83K
|
+318
|
+14%
|
|
|
18
|
Evercore Wealth Management
New York
|
$11K
|
–
|
–
|
–
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6.74K
|
–
|
–
|
–
|
|
|
21
|
Shamrock Asset Management
Dallas,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.09M
|
-51,396
|
Closed
|
|
|
24
|
|
–
|
-$4K
|
-200
|
Closed
|
|
