|
1
|
William Blair & Company
Chicago,
Illinois
|
$2.13M
|
–
|
–
|
–
|
|
|
2
|
|
$348K
|
-$3.82K
|
-177
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$312K
|
+$304K
|
+14,094
|
New
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$298K
|
-$25.9K
|
-1,200
|
-8%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$286K
|
-$125K
|
-5,772
|
-31%
|
|
|
6
|
Financial Advocates Investment Management
Olympia,
Washington
|
$210K
|
+$204K
|
+9,475
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$201K
|
+$13.1K
|
+608
|
+7%
|
|
|
8
|
American Portfolios Advisors
Holbrook,
New York
|
$138K
|
-$28K
|
-1,300
|
-17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51K
|
+$10.8K
|
+500
|
+28%
|
|
|
10
|
Glassman Wealth Services
Vienna,
Virginia
|
$23K
|
-$22
|
-1
|
-0.1%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
12
|
|
$18K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$11K
|
+$2.16K
|
+100
|
+27%
|
|
|
14
|
Bison Wealth
Atlanta,
Georgia
|
$11K
|
+$10.8K
|
+501
|
New
|
|
|
15
|
|
$10K
|
+$9.88K
|
+458
|
New
|
|
|
16
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$155K
|
-7,500
|
Closed
|
|
|
19
|
|
–
|
-$41K
|
-2,000
|
Closed
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$7.66K
|
-355
|
-89%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$22
|
+1
|
New
|
|
