|
1
|
|
$1.64M
|
-$94.5K
|
-6,376
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.36M
|
+$438K
|
+29,544
|
+49%
|
|
|
3
|
AJ Wealth Strategies
New York
|
$843K
|
–
|
–
|
–
|
|
|
4
|
Moors & Cabot
Boston,
Massachusetts
|
$758K
|
-$14.8K
|
-1,001
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$704K
|
+$42.1K
|
+2,836
|
+7%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$616K
|
+$22.9K
|
+1,545
|
+4%
|
|
|
7
|
Summit Trail Advisors
New York
|
$522K
|
+$509K
|
+34,335
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$447K
|
-$187K
|
-12,582
|
-30%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$441K
|
–
|
–
|
–
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$417K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$376K
|
-$6.32K
|
-426
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$295K
|
+$77.6K
|
+5,233
|
+37%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$253K
|
-$398K
|
-26,817
|
-62%
|
|
|
14
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
15
|
Bickling Financial Services
Lexington,
Massachusetts
|
$218K
|
+$30
|
+2
|
+0%
|
|
|
16
|
Constitution Capital
Shelton,
Connecticut
|
$205K
|
+$200K
|
+13,500
|
New
|
|
|
17
|
LCM Capital Management
Chicago,
Illinois
|
$176K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
+$104K
|
+7,000
|
+471%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$61K
|
-$41.6K
|
-2,803
|
-41%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$29K
|
+$89
|
+6
|
+0.3%
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$15K
|
+$14.8K
|
+1,000
|
New
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
$9K
|
-$78.7K
|
-5,309
|
-90%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Excalibur Management
Waltham,
Massachusetts
|
–
|
-$148K
|
-10,375
|
Closed
|
|
