|
1
|
|
$8.1M
|
+$1.57M
|
+150,058
|
+24%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.5M
|
+$460K
|
+44,029
|
+15%
|
|
|
3
|
Sargent Investment Group
Bethesda,
Maryland
|
$2.01M
|
+$423K
|
+40,500
|
+27%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$960K
|
+$37.7K
|
+3,611
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$770K
|
-$313
|
-30
|
-0%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$505K
|
+$505K
|
+48,404
|
New
|
|
|
7
|
Edge Wealth Management
New York
|
$336K
|
–
|
–
|
–
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$313K
|
+$37.4K
|
+3,586
|
+14%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$272K
|
+$170K
|
+16,300
|
+166%
|
|
|
10
|
Royal Fund Management
Lady Lake,
Florida
|
$244K
|
+$13.5K
|
+1,297
|
+6%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$194K
|
+$1.04K
|
+100
|
+0.5%
|
|
|
12
|
Roosevelt Investment Group
New York
|
$184K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$108K
|
-$15.7K
|
-1,500
|
-13%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$84K
|
-$88.8K
|
-8,500
|
-51%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$29.5K
|
+2,827
|
+190%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
+$17.2K
|
+1,649
|
+91%
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$10.4K
|
–
|
–
|
–
|
|
|
18
|
FNY Investment Advisers
New York
|
–
|
-$149K
|
-14,400
|
Closed
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$114K
|
-10,990
|
Closed
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$21K
|
-2,000
|
Closed
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$11K
|
-1,025
|
Closed
|
|
|
22
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$8K
|
-765
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$5K
|
-506
|
Closed
|
|
