|
1
|
|
$17.7M
|
-$1.51M
|
-143,922
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.06M
|
+$213K
|
+20,383
|
+3%
|
|
|
3
|
Sargent Investment Group
Bethesda,
Maryland
|
$3.69M
|
+$373K
|
+35,600
|
+11%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.86M
|
+$1.09M
|
+103,859
|
+61%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.72M
|
+$34.3K
|
+3,278
|
+1%
|
|
|
6
|
|
$2.68M
|
-$66.2K
|
-6,326
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$322K
|
+30,790
|
+17%
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.93M
|
+$769K
|
+73,472
|
+66%
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$1.24M
|
+$333K
|
+31,794
|
+36%
|
|
|
10
|
BB&T Securities
Richmond,
Virginia
|
$504K
|
+$1.28K
|
+122
|
+0.3%
|
|
|
11
|
Verity Asset Management
Durham,
North Carolina
|
$298K
|
+$300K
|
+28,713
|
New
|
|
|
12
|
Cypress Wealth Services
Palm Desert,
California
|
$295K
|
+$596
|
+57
|
+0.2%
|
|
|
13
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
14
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$156K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$140K
|
+$2.88K
|
+275
|
+2%
|
|
|
16
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$130K
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$109K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$107K
|
+$108K
|
+10,327
|
New
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$106K
|
–
|
–
|
–
|
|
|
20
|
FNY Investment Advisers
New York
|
$105K
|
+$106K
|
+10,123
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82K
|
+$31.8K
|
+3,036
|
+63%
|
|
|
22
|
Edge Wealth Management
New York
|
$72K
|
+$73.2K
|
+7,000
|
New
|
|
|
23
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$56K
|
–
|
–
|
–
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$47K
|
-$198K
|
-18,900
|
-81%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
–
|
–
|
–
|
|
