|
1
|
|
$5.47M
|
+$1.17M
|
+44,469
|
+28%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
+$678K
|
+25,665
|
+42%
|
|
|
3
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.8M
|
+$19.1K
|
+725
|
+1%
|
|
|
4
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$1.7M
|
+$1.69M
|
+64,065
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.4M
|
-$136K
|
-5,169
|
-9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
+$351K
|
+13,281
|
+49%
|
|
|
7
|
Smith, Moore & Co
Clayton,
Missouri
|
$978K
|
+$973K
|
+36,845
|
New
|
|
|
8
|
American International Group
New York
|
$940K
|
-$41.8K
|
-1,584
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$759K
|
+$38.9K
|
+1,475
|
+5%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$615K
|
+$204K
|
+7,742
|
+50%
|
|
|
11
|
Placemark Investments
Chicago,
Illinois
|
$442K
|
-$75.8K
|
-2,871
|
-15%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$427K
|
+$52.3K
|
+1,981
|
+14%
|
|
|
13
|
SII Investments
Appleton,
Wisconsin
|
$415K
|
-$1.9K
|
-72
|
-0.5%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$346K
|
+$344K
|
+13,025
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$292K
|
+$290K
|
+10,989
|
New
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$286K
|
+$286K
|
+10,848
|
New
|
|
|
17
|
|
$240K
|
+$239K
|
+9,036
|
New
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$217K
|
-$354K
|
-13,400
|
-62%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$186K
|
+$185K
|
+7,019
|
New
|
|
|
20
|
Aviance Capital Management
Sarasota,
Florida
|
$182K
|
+$181K
|
+6,853
|
New
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$138K
|
+$43.5K
|
+1,649
|
+47%
|
|
|
22
|
Partnervest Advisory Services
Santa Barbara,
California
|
$71K
|
+$46.6K
|
+1,765
|
+191%
|
|
|
23
|
Windsor Capital Management
Phoenix,
Arizona
|
$50K
|
+$1.58K
|
+60
|
+3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$43K
|
-$12K
|
-454
|
-22%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
