|
1
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$305K
|
+15,192
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.19M
|
-$422
|
-21
|
-0%
|
|
|
3
|
|
$2.77M
|
–
|
–
|
–
|
|
|
4
|
|
$2.59M
|
-$25K
|
-1,241
|
-1%
|
|
|
5
|
|
$1.36M
|
+$81.4K
|
+4,050
|
+7%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$982K
|
+$950K
|
+47,256
|
New
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$900K
|
+$32.6K
|
+1,622
|
+4%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$544K
|
+$15K
|
+748
|
+3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$521K
|
-$13.3K
|
-660
|
-3%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$305K
|
-$2.63K
|
-131
|
-0.9%
|
|
|
11
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$283K
|
+$273K
|
+13,567
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$280K
|
-$261K
|
-13,000
|
-49%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$274K
|
+$42.2K
|
+2,101
|
+19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$264K
|
+$3.02K
|
+150
|
+1%
|
|
|
15
|
|
$217K
|
+$10.3K
|
+510
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$207K
|
+$3.96K
|
+197
|
+2%
|
|
|
17
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
18
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$131K
|
+$1.59K
|
+79
|
+1%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
+$241
|
+12
|
+1%
|
|
|
20
|
Valeo Financial Advisors
Carmel,
Indiana
|
$13K
|
-$8.87K
|
-441
|
-39%
|
|
|
21
|
Focused Wealth Management
Newburgh,
New York
|
$10K
|
-$5.03K
|
-250
|
-34%
|
|
|
22
|
Founders Capital Management (Texas)
Houston,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Lee Financial
Dallas,
Texas
|
–
|
-$189K
|
-9,031
|
Closed
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
–
|
-$14K
|
-645
|
Closed
|
|
