|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$1M
|
+66,159
|
+243%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
+$1.1M
|
+72,560
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$977K
|
-$30.3K
|
-2,000
|
-3%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$914K
|
-$886K
|
-58,370
|
-49%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$899K
|
-$58.1K
|
-3,829
|
-6%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$873K
|
-$3.04K
|
-200
|
-0.3%
|
|
|
7
|
|
$823K
|
+$79.2K
|
+5,222
|
+10%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$809K
|
-$373K
|
-24,574
|
-31%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$740K
|
+$438K
|
+28,881
|
+141%
|
|
|
10
|
Nuveen
Charlotte,
North Carolina
|
$597K
|
–
|
–
|
–
|
|
|
11
|
VSR Financial Services
Overland Park,
Kansas
|
$205K
|
-$2.85K
|
-188
|
-1%
|
|
|
12
|
Patten Group
Chattanooga,
Tennessee
|
$202K
|
+$205K
|
+13,509
|
New
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$181K
|
+$183K
|
+12,060
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$180K
|
–
|
–
|
–
|
|
|
15
|
VanEck Associates
New York
|
$178K
|
+$22.5K
|
+1,482
|
+14%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$177K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$152K
|
+$2.15K
|
+142
|
+1%
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
$146K
|
+$145K
|
+9,544
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
+$850
|
+56
|
+0.9%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$60K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$24K
|
+$61
|
+4
|
+0.2%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$20K
|
–
|
–
|
–
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13K
|
+$13.4K
|
+882
|
New
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
