|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.27M
|
-$1.82M
|
-70,632
|
-18%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$5.66M
|
+$492K
|
+19,156
|
+9%
|
|
|
3
|
Gateway Advisory
Westfield,
New Jersey
|
$4.55M
|
+$112K
|
+4,364
|
+3%
|
|
|
4
|
Corda Investment Management
Houston,
Texas
|
$3.64M
|
+$1.09M
|
+42,320
|
+43%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
+$2.53M
|
+98,552
|
New
|
|
|
6
|
|
$2.34M
|
-$7.55M
|
-293,640
|
-76%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$1.34M
|
+$105K
|
+4,080
|
+8%
|
|
|
8
|
First Allied Advisory Services
San Diego,
California
|
$1.27M
|
+$474K
|
+18,448
|
+59%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$809K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$588K
|
+$9.56K
|
+372
|
+2%
|
|
|
11
|
|
$538K
|
+$539K
|
+20,964
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$273K
|
+$275K
|
+10,680
|
New
|
|
|
13
|
Parasol Investment Management
Westmont,
Illinois
|
$142K
|
–
|
–
|
–
|
|
|
14
|
Winfield Associates
Cleveland,
Ohio
|
$108K
|
-$25.7K
|
-1,000
|
-19%
|
|
|
15
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$92.5K
|
+$92K
|
+3,580
|
New
|
|
|
16
|
Community Bank
Dewitt,
New York
|
$23K
|
+$23.1K
|
+900
|
New
|
|
|
17
|
|
–
|
-$2K
|
-80
|
Closed
|
|
