|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.39M
|
-$1.2M
|
-55,880
|
-17%
|
|
|
2
|
BB&T Securities
Richmond,
Virginia
|
$4.42M
|
-$595K
|
-27,771
|
-11%
|
|
|
3
|
|
$853K
|
+$232K
|
+10,856
|
+35%
|
|
|
4
|
|
$605K
|
-$101K
|
-4,721
|
-14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$436K
|
+$13.3K
|
+620
|
+3%
|
|
|
6
|
Advisornet Financial
Minnetonka,
Minnesota
|
$427K
|
+$251K
|
+11,711
|
+128%
|
|
|
7
|
|
$385K
|
+$400K
|
+18,705
|
+12,470%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$286K
|
–
|
–
|
–
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$87K
|
-$71.3K
|
-3,328
|
-44%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$61K
|
+$64.2K
|
+3,000
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$3.28K
|
+153
|
+8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
-$356K
|
-16,606
|
-93%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
+$20.7K
|
+969
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
-$41.3K
|
-1,931
|
-71%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
18
|
M&R Capital Management
Summit,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$915K
|
-39,250
|
Closed
|
|
|
20
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$215K
|
-9,197
|
Closed
|
|
|
21
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$93K
|
-3,993
|
Closed
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
–
|
-$21K
|
-900
|
Closed
|
|
