|
1
|
LPL Financial
San Diego,
California
|
$4.48M
|
-$4.25M
|
-317,070
|
-48%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.95M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
-$108K
|
-8,021
|
-8%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$967K
|
+$965K
|
+72,000
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$864K
|
+$188K
|
+14,030
|
+28%
|
|
|
6
|
|
$652K
|
-$243K
|
-18,166
|
-27%
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$536K
|
-$313K
|
-23,356
|
-37%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$525K
|
-$362K
|
-26,977
|
-41%
|
|
|
9
|
|
$215K
|
-$280K
|
-20,882
|
-57%
|
|
|
10
|
VSR Financial Services
Overland Park,
Kansas
|
$197K
|
+$40.5K
|
+3,020
|
+26%
|
|
|
11
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$174K
|
-$496K
|
-37,037
|
-74%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$161K
|
–
|
–
|
–
|
|
|
13
|
Paloma Partners
Greenwich,
Connecticut
|
$144K
|
+$143K
|
+10,700
|
New
|
|
|
14
|
VanEck Associates
New York
|
$123K
|
+$10.3K
|
+765
|
+9%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$121K
|
-$48.3K
|
-3,600
|
-29%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$82K
|
-$52.8K
|
-3,938
|
-39%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81K
|
+$550
|
+41
|
+0.7%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54K
|
–
|
–
|
–
|
|
|
19
|
Windsor Capital Management
Phoenix,
Arizona
|
$33K
|
-$13.4K
|
-1,000
|
-29%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$23K
|
+$67
|
+5
|
+0.3%
|
|
|
21
|
Partnervest Advisory Services
Santa Barbara,
California
|
$22K
|
+$22.3K
|
+1,663
|
New
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$18K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$18K
|
+$8.04K
|
+600
|
+80%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
–
|
-$226K
|
-15,419
|
Closed
|
|
|
25
|
BlackRock Investment Management
Wilmington,
Delaware
|
–
|
-$213K
|
-14,500
|
Closed
|
|
