|
1
|
UBS Group
Zurich,
Switzerland
|
$7.68M
|
-$1.25M
|
-35,295
|
-14%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.48M
|
+$91.6K
|
+2,596
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.6M
|
-$4.09M
|
-115,848
|
-38%
|
|
|
4
|
|
$5.38M
|
-$70.9K
|
-2,008
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.93M
|
+$4.89M
|
+138,656
|
New
|
|
|
6
|
|
$4.45M
|
+$4.42M
|
+125,183
|
New
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.51M
|
-$56.2K
|
-1,592
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.78M
|
-$206K
|
-5,840
|
-10%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.64M
|
+$201K
|
+5,703
|
+14%
|
|
|
10
|
VSR Financial Services
Overland Park,
Kansas
|
$1.35M
|
+$531K
|
+15,054
|
+66%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$1.27M
|
+35,857
|
New
|
|
|
12
|
|
$723K
|
-$930K
|
-26,356
|
-56%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$547K
|
-$124K
|
-3,512
|
-19%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$403K
|
+$400K
|
+11,342
|
New
|
|
|
15
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$400K
|
+$34.2K
|
+970
|
+9%
|
|
|
16
|
Boys Arnold & Co
Asheville,
North Carolina
|
$391K
|
+$388K
|
+11,002
|
New
|
|
|
17
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$65K
|
-$1.93M
|
-54,710
|
-97%
|
|
|
18
|
American International Group
New York
|
$60.4K
|
+$7.06K
|
+200
|
+13%
|
|
|
19
|
Managed Account Advisors
Jersey City,
New Jersey
|
$41K
|
+$41.1K
|
+1,165
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36K
|
+$35.4K
|
+1,002
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
+$5.82K
|
+165
|
+25%
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$17.6K
|
+$17.5K
|
+496
|
New
|
|
|
23
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$2K
|
+$2.12K
|
+60
|
New
|
|
|
24
|
Cassaday & Co
Mclean,
Virginia
|
–
|
-$3.58M
|
-103,262
|
Closed
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
–
|
-$31.4K
|
-910
|
Closed
|
|
