|
1
|
|
$33.3M
|
+$1.52M
|
+38,002
|
+5%
|
|
|
2
|
|
$24.2M
|
-$647K
|
-16,199
|
-3%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.9M
|
+$4.11M
|
+103,000
|
+62%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.79M
|
-$511K
|
-12,793
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.09M
|
-$331K
|
-8,299
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.64M
|
-$329K
|
-8,234
|
-5%
|
|
|
7
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.67M
|
+$834K
|
+20,885
|
+47%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$2.24M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.47M
|
-$914K
|
-22,875
|
-39%
|
|
|
10
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$1.19M
|
-$37.4K
|
-937
|
-3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.18M
|
-$73.8K
|
-1,847
|
-6%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$918K
|
+$900K
|
+22,530
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$572K
|
-$36.9K
|
-923
|
-6%
|
|
|
14
|
Timber Hill
Greenwich,
Connecticut
|
$513K
|
–
|
–
|
–
|
|
|
15
|
Montag & Associates
Atlanta,
Georgia
|
$365K
|
+$5.99K
|
+150
|
+2%
|
|
|
16
|
National Planning Corporation
El Segundo,
California
|
$298K
|
+$289K
|
+7,227
|
New
|
|
|
17
|
First National Bank of Omaha
Omaha,
Nebraska
|
$253K
|
–
|
–
|
–
|
|
|
18
|
NTV Asset Management
Charleston,
West Virginia
|
$203K
|
+$200K
|
+5,007
|
New
|
|
|
19
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
20
|
WFG Advisors
Dallas,
Texas
|
$12K
|
+$120
|
+3
|
+1%
|
|
|
21
|
New England Securities
New York
|
$11K
|
+$10.9K
|
+273
|
New
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
23
|
DRW Securities
Chicago,
Illinois
|
–
|
-$3.89M
|
-102,110
|
Closed
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
–
|
-$1.9M
|
-49,817
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$703K
|
-18,429
|
Closed
|
|
