|
1
|
One Capital Management
Westlake Village,
California
|
$18.3M
|
+$556K
|
+20,693
|
+3%
|
|
|
2
|
Bank of New York Mellon
New York
|
$13.3M
|
-$5.96M
|
-221,988
|
-30%
|
|
|
3
|
Surevest
Los Angeles,
California
|
$2.71M
|
+$2.9M
|
+108,154
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$1.69M
|
+62,892
|
+220%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.24M
|
+$2.4M
|
+89,352
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
+$1.05M
|
+39,072
|
+807%
|
|
|
7
|
|
$814K
|
+$633K
|
+23,598
|
+266%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$707K
|
-$5.85K
|
-218
|
-0.8%
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$538K
|
+$522K
|
+19,450
|
+973%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$317K
|
+$63.9K
|
+2,379
|
+23%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$256K
|
-$29.4K
|
-1,095
|
-10%
|
|
|
12
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$171K
|
+$183K
|
+6,812
|
New
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$75K
|
-$89.4K
|
-3,330
|
-53%
|
|
|
14
|
SignatureFD
Atlanta,
Georgia
|
$38K
|
+$40.5K
|
+1,510
|
New
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$29K
|
-$40.3K
|
-1,500
|
-57%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$27K
|
-$3.49K
|
-130
|
-11%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
+$4.32K
|
+161
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
19
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$1.37M
|
-46,456
|
Closed
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$241K
|
-8,154
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32K
|
-1,089
|
Closed
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$6K
|
-214
|
Closed
|
|
