|
1
|
|
$12.7M
|
+$601K
|
+63,608
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.74M
|
-$1.01M
|
-106,721
|
-27%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
+$80.9K
|
+8,560
|
+3%
|
|
|
4
|
|
$2.07M
|
+$2.07M
|
+219,041
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$908K
|
+$40.4K
|
+4,280
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$787K
|
+$342K
|
+36,215
|
+77%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$488K
|
+$23.5K
|
+2,492
|
+5%
|
|
|
8
|
B. Riley Financial
Los Angeles,
California
|
$464K
|
+$19.3K
|
+2,044
|
+4%
|
|
|
9
|
Comerica Securities
Detroit,
Michigan
|
$434K
|
+$435K
|
+46,000
|
New
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$413K
|
+$412K
|
+43,645
|
New
|
|
|
11
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$315K
|
+$315K
|
+33,350
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$283K
|
+$94.5K
|
+10,000
|
+50%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$231K
|
+$87.3K
|
+9,239
|
+61%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$122K
|
+$122K
|
+12,897
|
New
|
|
|
15
|
Edge Wealth Management
New York
|
$105K
|
+$6.33K
|
+670
|
+6%
|
|
|
16
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$100K
|
+$100K
|
+10,615
|
New
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$19K
|
+$18.9K
|
+2,000
|
New
|
|
|
18
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$356K
|
-36,980
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$113K
|
-11,766
|
Closed
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$48K
|
-5,000
|
Closed
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$35K
|
-3,600
|
Closed
|
|
|
22
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
–
|
-$7K
|
-700
|
Closed
|
|
