|
1
|
|
$9.3M
|
+$788K
|
+12,616
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.87M
|
-$1.17M
|
-18,678
|
-15%
|
|
|
3
|
|
$3.68M
|
+$289K
|
+4,622
|
+9%
|
|
|
4
|
Occidental Asset Management
Burlingame,
California
|
$3.63M
|
+$3.58M
|
+57,376
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.22M
|
+$2.61M
|
+41,752
|
+459%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$660K
|
+$280K
|
+4,484
|
+75%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$531K
|
+$147K
|
+2,351
|
+39%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$520K
|
+$130K
|
+2,073
|
+34%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$359K
|
+$23.8K
|
+381
|
+7%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$332K
|
+$328K
|
+5,250
|
New
|
|
|
11
|
Snowden Capital Advisors
New York
|
$317K
|
+$63.3K
|
+1,013
|
+25%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$307K
|
+$1K
|
+16
|
+0.3%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$288K
|
-$12.5K
|
-200
|
-4%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$207K
|
-$28.7K
|
-460
|
-12%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$68K
|
–
|
–
|
–
|
|
|
16
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$51K
|
+$50.5K
|
+809
|
New
|
|
|
17
|
Retirement Group
San Diego,
California
|
$50K
|
–
|
–
|
–
|
|
|
18
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
19
|
|
$36K
|
–
|
–
|
–
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$32K
|
–
|
–
|
–
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$29K
|
+$11.1K
|
+177
|
+64%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$27.5K
|
+$16.4K
|
+262
|
+151%
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1K
|
+$62
|
+1
|
+4%
|
|
