|
1
|
|
$1.14M
|
+$138K
|
+4,548
|
+14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$270K
|
–
|
–
|
–
|
|
|
3
|
Advisor Group
Phoenix,
Arizona
|
$94K
|
+$76.6K
|
+2,522
|
+420%
|
|
|
4
|
|
$32K
|
+$1.82K
|
+60
|
+6%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
-$5.59K
|
-184
|
-17%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
-$15.2K
|
-500
|
-45%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
8
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
9
|
American Portfolios Advisors
Holbrook,
New York
|
$9.08K
|
+$9.11K
|
+300
|
New
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
11
|
Patten Group
Chattanooga,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
12
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$3K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1K
|
+$972
|
+32
|
New
|
|
|
15
|
|
–
|
-$905K
|
-30,405
|
Closed
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$3K
|
-100
|
Closed
|
|
