|
1
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
-$325K
|
-15,001
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.3M
|
-$15.1K
|
-696
|
-0.3%
|
|
|
3
|
|
$2.82M
|
+$130K
|
+6,000
|
+5%
|
|
|
4
|
|
$2.55M
|
+$50.5K
|
+2,333
|
+2%
|
|
|
5
|
|
$1.6M
|
-$69.8K
|
-3,224
|
-4%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$1.19M
|
-$21.2K
|
-978
|
-2%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$735K
|
+$167K
|
+7,729
|
+29%
|
|
|
8
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$629K
|
-$168K
|
-7,764
|
-21%
|
|
|
9
|
Doliver Advisors
Houston,
Texas
|
$600K
|
-$203K
|
-9,392
|
-25%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$555K
|
+$27.1K
|
+1,250
|
+5%
|
|
|
11
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$509K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$429K
|
-$20K
|
-925
|
-4%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$332K
|
+$130
|
+6
|
+0%
|
|
|
14
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$300K
|
+$306K
|
+14,148
|
New
|
|
|
15
|
|
$210K
|
–
|
–
|
–
|
|
|
16
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$199K
|
+$65K
|
+3,000
|
+47%
|
|
|
18
|
FNY Managed Accounts
New York
|
$144K
|
+$147K
|
+6,800
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
20
|
Valeo Financial Advisors
Carmel,
Indiana
|
$30K
|
+$30.5K
|
+1,407
|
New
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$23K
|
+$23.4K
|
+1,081
|
New
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$15K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
24
|
Founders Capital Management (Texas)
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
25
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
