|
1
|
|
$17.1M
|
+$1.28M
|
+130,633
|
+8%
|
|
|
2
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.12M
|
+$4.15K
|
+425
|
+0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.1M
|
+$20.5K
|
+2,098
|
+0.6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.42M
|
+$279K
|
+28,572
|
+13%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.93M
|
+$369K
|
+37,820
|
+23%
|
|
|
6
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.12M
|
+$459K
|
+47,010
|
+67%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$797K
|
+$141K
|
+14,406
|
+21%
|
|
|
8
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$733K
|
+$4.04K
|
+414
|
+0.5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$634K
|
-$23.2K
|
-2,380
|
-3%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$569K
|
+$87.8K
|
+8,987
|
+18%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$489K
|
-$74.1K
|
-7,584
|
-13%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$421K
|
+$433K
|
+44,298
|
New
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$286K
|
+$293K
|
+30,000
|
New
|
|
|
14
|
Cypress Wealth Services
Palm Desert,
California
|
$239K
|
–
|
–
|
–
|
|
|
15
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$232K
|
+$237K
|
+24,272
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$216K
|
-$129K
|
-13,194
|
-37%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$191K
|
–
|
–
|
–
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$191K
|
+$195K
|
+20,000
|
New
|
|
|
19
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$166K
|
-$3.54K
|
-362
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$161K
|
+$165K
|
+16,892
|
New
|
|
|
21
|
|
$102K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$60K
|
–
|
–
|
–
|
|
|
23
|
Capital Bank & Trust
Irvine,
California
|
$41K
|
+$42K
|
+4,300
|
New
|
|
|
24
|
|
$36K
|
+$36.9K
|
+3,782
|
New
|
|
|
25
|
|
–
|
-$1.94M
|
-201,160
|
Closed
|
|
