|
1
|
|
$12.7M
|
+$6.83M
|
+438,132
|
+128%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$12.5M
|
-$112K
|
-7,165
|
-0.9%
|
|
|
3
|
|
$6.27M
|
+$322K
|
+20,633
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.77M
|
-$2.34M
|
-149,699
|
-30%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
-$36K
|
-2,306
|
-3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$465K
|
+$47.5K
|
+3,046
|
+12%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$384K
|
-$194K
|
-12,415
|
-34%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$342K
|
+$15.7K
|
+1,004
|
+5%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$253K
|
-$13.9K
|
-889
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$213K
|
-$28.1K
|
-1,801
|
-12%
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$211K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$171K
|
+$164K
|
+10,500
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$161K
|
+$203
|
+13
|
+0.1%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$102K
|
+$31.2K
|
+2,000
|
+47%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$81K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$62K
|
+$7.8K
|
+500
|
+15%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$45K
|
-$1.61K
|
-103
|
-4%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$26K
|
-$305K
|
-19,569
|
-93%
|
|
|
21
|
|
$25K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$19K
|
-$530
|
-34
|
-3%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$10K
|
+$9.8K
|
+630
|
New
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$1.91M
|
-127,273
|
Closed
|
|
