|
1
|
|
$22.8M
|
+$2.01M
|
+201,275
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.13M
|
-$1.21M
|
-120,876
|
-16%
|
|
|
3
|
Sargent Investment Group
Bethesda,
Maryland
|
$3.05M
|
+$3.07M
|
+306,816
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$176K
|
+17,577
|
+8%
|
|
|
5
|
|
$2.09M
|
+$563K
|
+56,377
|
+37%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.01M
|
+$15.9K
|
+1,588
|
+2%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$626K
|
+$296K
|
+29,614
|
+89%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$560K
|
+$152K
|
+15,190
|
+37%
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$551K
|
+$6.72K
|
+672
|
+1%
|
|
|
10
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$216K
|
+$218K
|
+21,800
|
New
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$166K
|
+$78K
|
+7,800
|
+87%
|
|
|
12
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$149K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$128K
|
+$129K
|
+12,905
|
New
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$127K
|
–
|
–
|
–
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$124K
|
+$125K
|
+12,500
|
New
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$114K
|
+$13.3K
|
+1,329
|
+13%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$102K
|
+$52.1K
|
+5,210
|
+103%
|
|
|
18
|
Bienville Capital Management
New York
|
$101K
|
+$102K
|
+10,180
|
New
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$76K
|
+$76.4K
|
+7,648
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
–
|
–
|
–
|
|
|
21
|
|
$12K
|
-$340
|
-34
|
-3%
|
|
|
22
|
Private Capital Group
West Hartford,
Connecticut
|
$12K
|
+$12K
|
+1,200
|
New
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$8K
|
+$8K
|
+800
|
New
|
|
|
24
|
Financial Management Professionals
Austin,
Texas
|
$4K
|
+$3.8K
|
+380
|
New
|
|
|
25
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$929K
|
-93,739
|
Closed
|
|
