|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.86M
|
+$190K
|
+9,876
|
+7%
|
|
|
2
|
|
$1.96M
|
+$173K
|
+8,985
|
+10%
|
|
|
3
|
Baird
Milwaukee,
Wisconsin
|
$1.25M
|
+$313K
|
+16,226
|
+34%
|
|
|
4
|
CSS LLC
Chicago,
Illinois
|
$901K
|
–
|
–
|
–
|
|
|
5
|
|
$576K
|
+$12.2K
|
+635
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$433K
|
-$752
|
-39
|
-0.2%
|
|
|
7
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$210K
|
+$208K
|
+10,800
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$202K
|
+$200K
|
+10,380
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181K
|
+$75.3K
|
+3,905
|
+73%
|
|
|
10
|
Crosspoint Capital Strategies
Orinda,
California
|
$108K
|
–
|
–
|
–
|
|
|
11
|
Gary Goldberg Planning Services
Suffern,
New York
|
$99K
|
–
|
–
|
–
|
|
|
12
|
American International Group
New York
|
$96.5K
|
+$33.7K
|
+1,750
|
+55%
|
|
|
13
|
WFG Advisors
Dallas,
Texas
|
$46K
|
–
|
–
|
–
|
|
|
14
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$19K
|
–
|
–
|
–
|
|
|
15
|
|
$18K
|
+$1.77K
|
+92
|
+11%
|
|
|
16
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$15K
|
+$14.5K
|
+750
|
New
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9K
|
–
|
–
|
–
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$2K
|
+$231
|
+12
|
+14%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$2.39K
|
+124
|
New
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$7K
|
-378
|
Closed
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$4K
|
-231
|
Closed
|
|
