|
1
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$2.25M
|
+41,012
|
+23%
|
|
|
2
|
|
$10.4M
|
+$836K
|
+15,273
|
+9%
|
|
|
3
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$7.2M
|
-$143K
|
-2,610
|
-2%
|
|
|
4
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.73M
|
+$923K
|
+16,857
|
+54%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
+$91.3K
|
+1,668
|
+4%
|
|
|
6
|
BKS Advisors
Southfield,
Michigan
|
$2.06M
|
–
|
–
|
–
|
|
|
7
|
Level Four Advisory Services
Dallas,
Texas
|
$1.47M
|
+$220K
|
+4,024
|
+18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.36M
|
-$4.47M
|
-81,652
|
-77%
|
|
|
9
|
|
$1.24M
|
+$1.23M
|
+22,464
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$721K
|
+$20.2K
|
+369
|
+3%
|
|
|
11
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$423K
|
+$420K
|
+7,669
|
New
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$371K
|
+$368K
|
+6,712
|
New
|
|
|
13
|
Intellectus Partners
San Francisco,
California
|
$364K
|
+$134K
|
+2,450
|
+59%
|
|
|
14
|
Abbrea Capital
Greenbrae,
California
|
$298K
|
+$295K
|
+5,385
|
New
|
|
|
15
|
|
$240K
|
-$634K
|
-11,578
|
-73%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$204K
|
+$202K
|
+3,686
|
New
|
|
|
17
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$65K
|
+$3.01K
|
+55
|
+5%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$60K
|
–
|
–
|
–
|
|
|
19
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$10K
|
-$11.3K
|
-206
|
-54%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$5.25K
|
+$5.2K
|
+95
|
New
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$809K
|
-15,504
|
Closed
|
|
|
24
|
|
–
|
-$372K
|
-6,950
|
Closed
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
–
|
-$129K
|
-2,400
|
Closed
|
|
