|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
+$1.94M
|
+171,699
|
+2,011%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$495K
|
+$4.59K
|
+406
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$484K
|
+$18.6K
|
+1,643
|
+4%
|
|
|
4
|
|
$473K
|
+$11.5K
|
+1,020
|
+3%
|
|
|
5
|
|
$315K
|
–
|
–
|
–
|
|
|
6
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$147K
|
–
|
–
|
–
|
|
|
7
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$145K
|
+$141K
|
+12,470
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$122K
|
+$4.16K
|
+368
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$102K
|
-9,000
|
-48%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$99K
|
-$39.9K
|
-3,530
|
-29%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$97K
|
+$124
|
+11
|
+0.1%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$90K
|
+$5.65K
|
+500
|
+7%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$58K
|
–
|
–
|
–
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$50K
|
+$271
|
+24
|
+0.6%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$42K
|
–
|
–
|
–
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
+$4.92K
|
+435
|
New
|
|
|
20
|
Duncker Streett & Co
St. Louis,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Laurion Capital Management
New York
|
–
|
-$257K
|
-22,294
|
Closed
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$141K
|
-12,154
|
Closed
|
|
