|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.51M
|
+$540K
|
+15,991
|
+57%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$548K
|
+$37.7K
|
+1,117
|
+7%
|
|
|
3
|
Nikulski Financial
Bettendorf,
Iowa
|
$217K
|
-$20.2K
|
-600
|
-9%
|
|
|
4
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$130K
|
+$129K
|
+3,810
|
New
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$128K
|
+$16.9K
|
+500
|
+15%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56K
|
+$34.2K
|
+1,015
|
+164%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55K
|
–
|
–
|
–
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
9
|
|
$35K
|
-$10.1K
|
-299
|
-22%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$34K
|
–
|
–
|
–
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$29K
|
+$28.7K
|
+850
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$10.4K
|
+308
|
+62%
|
|
|
13
|
Lee Financial
Dallas,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
14
|
SignatureFD
Atlanta,
Georgia
|
$17K
|
–
|
–
|
–
|
|
|
15
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$15K
|
+$14.8K
|
+440
|
New
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$12K
|
+$11.8K
|
+350
|
New
|
|
|
17
|
Cable Hill Partners
Portland,
Oregon
|
$11K
|
–
|
–
|
–
|
|
|
18
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$10K
|
+$10.1K
|
+300
|
New
|
|
|
19
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$3K
|
+$3.37K
|
+100
|
New
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
+$810
|
+24
|
New
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$3.22M
|
-100,000
|
Closed
|
|
|
23
|
|
–
|
-$290K
|
-9,020
|
Closed
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$52K
|
-1,613
|
Closed
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$11K
|
-348
|
Closed
|
|
