|
1
|
Wells Fargo
San Francisco,
California
|
$9.03M
|
-$32.4K
|
-2,000
|
-0.4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$7.05M
|
-$8.82K
|
-544
|
-0.1%
|
|
|
3
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.26M
|
–
|
–
|
–
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$668K
|
–
|
–
|
–
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$654K
|
–
|
–
|
–
|
|
|
6
|
Landscape Capital Management
Englewood,
New Jersey
|
$317K
|
+$65.2K
|
+4,025
|
+26%
|
|
|
7
|
|
$250K
|
-$243
|
-15
|
-0.1%
|
|
|
8
|
MSI Financial Services
Springfield,
Massachusetts
|
$145K
|
+$21.9K
|
+1,350
|
+18%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$138K
|
+$35.6K
|
+2,194
|
+34%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
+$47.1K
|
+2,904
|
+52%
|
|
|
11
|
Fusion Family Wealth
Woodbury,
New York
|
$110K
|
+$109K
|
+6,721
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$62K
|
-$14.1K
|
-871
|
-18%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$56K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
+$502
|
+31
|
+1%
|
|
|
15
|
First Personal Financial Services
Charlotte,
North Carolina
|
$38K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$33K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$7K
|
-$39.3K
|
-2,422
|
-84%
|
|
|
22
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
