|
1
|
|
$25M
|
–
|
–
|
–
|
|
|
2
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$14.1M
|
-$151K
|
-3,015
|
-1%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$9.22M
|
+$9.23M
|
+184,200
|
New
|
|
|
4
|
First Allied Advisory Services
San Diego,
California
|
$2.32M
|
+$2.33M
|
+46,428
|
New
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$1.87M
|
+$1.87M
|
+37,331
|
New
|
|
|
6
|
Glenview Trust
Louisville,
Kentucky
|
$1.72M
|
+$1.72M
|
+34,305
|
New
|
|
|
7
|
TD Ameritrade Trust
Denver,
Colorado
|
$1.13M
|
+$1.13M
|
+22,492
|
New
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$751K
|
+$752K
|
+14,999
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$526K
|
+$527K
|
+10,516
|
New
|
|
|
10
|
LexAurum Advisors
Overland Park,
Kansas
|
$433K
|
+$433K
|
+8,642
|
New
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$356K
|
+$356K
|
+7,111
|
New
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$351K
|
+$83K
|
+1,657
|
+31%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$321K
|
+$322K
|
+6,418
|
New
|
|
|
14
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$310K
|
+$310K
|
+6,193
|
New
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$286K
|
+$286K
|
+5,708
|
New
|
|
|
16
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$286K
|
+$286K
|
+5,708
|
New
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$255K
|
+$255K
|
+5,091
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$104K
|
+$104K
|
+2,066
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$58K
|
+$12.7K
|
+254
|
+28%
|
|
|
20
|
|
–
|
-$2.5M
|
-49,971
|
Closed
|
|
|
21
|
|
–
|
-$2.19M
|
-43,808
|
Closed
|
|
