|
1
|
William Blair & Company
Chicago,
Illinois
|
$2.42M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$663K
|
+$106K
|
+4,200
|
+19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$566K
|
+$29.5K
|
+1,168
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$495K
|
-$16K
|
-634
|
-3%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$288K
|
–
|
–
|
–
|
|
|
6
|
|
$216K
|
-$221K
|
-8,752
|
-50%
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$216K
|
+$217K
|
+8,600
|
New
|
|
|
8
|
Financial Advocates Investment Management
Olympia,
Washington
|
$205K
|
-$15.8K
|
-625
|
-7%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$204K
|
+$205K
|
+8,116
|
New
|
|
|
10
|
American Portfolios Advisors
Holbrook,
New York
|
$177K
|
+$11.4K
|
+450
|
+7%
|
|
|
11
|
Glassman Wealth Services
Vienna,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
-$22.7K
|
-900
|
-50%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$20K
|
–
|
–
|
–
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
15
|
|
$17K
|
+$5.73K
|
+227
|
+50%
|
|
|
16
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$13K
|
+$12.6K
|
+500
|
New
|
|
|
17
|
Washington Trust
Westerly,
Rhode Island
|
$10K
|
+$9.6K
|
+380
|
New
|
|
|
18
|
Manchester Financial
Westlake Village,
California
|
$5K
|
+$5.05K
|
+200
|
New
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
+$505
|
+20
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$20.1M
|
-796,408
|
-100%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$851K
|
-35,599
|
Closed
|
|
