|
1
|
|
$1.64M
|
-$169K
|
-11,585
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$861K
|
+$43.3K
|
+2,971
|
+5%
|
|
|
3
|
AJ Wealth Strategies
New York
|
$795K
|
+$4.85K
|
+333
|
+0.6%
|
|
|
4
|
Moors & Cabot
Boston,
Massachusetts
|
$731K
|
+$218K
|
+15,001
|
+42%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$623K
|
-$64.4K
|
-4,421
|
-9%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$622K
|
-$267K
|
-18,352
|
-30%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$602K
|
-$679K
|
-46,672
|
-53%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$560K
|
+$87.2K
|
+5,992
|
+18%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$416K
|
–
|
–
|
–
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$393K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$361K
|
-$13.6K
|
-933
|
-4%
|
|
|
12
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
13
|
Bickling Financial Services
Lexington,
Massachusetts
|
$206K
|
+$29
|
+2
|
+0%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$204K
|
+$15.1K
|
+1,034
|
+8%
|
|
|
15
|
LCM Capital Management
Chicago,
Illinois
|
$166K
|
–
|
–
|
–
|
|
|
16
|
Excalibur Management
Waltham,
Massachusetts
|
$148K
|
-$14.6K
|
-1,000
|
-9%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$124K
|
+$126K
|
+8,642
|
New
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$98K
|
-$11.6K
|
-800
|
-10%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$84K
|
+$86K
|
+5,909
|
New
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35K
|
-$30.4K
|
-2,091
|
-46%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$28K
|
+$58
|
+4
|
+0.2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
-$13.6K
|
-934
|
-39%
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Summit Trail Advisors
New York
|
–
|
-$501K
|
-34,335
|
Closed
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$238K
|
-16,309
|
Closed
|
|
