|
1
|
|
$1.8M
|
+$67.9K
|
+4,393
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.49M
|
+$180K
|
+11,632
|
+14%
|
|
|
3
|
AJ Wealth Strategies
New York
|
$879K
|
–
|
–
|
–
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$829K
|
+$79.3K
|
+5,127
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$821K
|
-$9.32K
|
-603
|
-1%
|
|
|
6
|
Moors & Cabot
Boston,
Massachusetts
|
$680K
|
-$696K
|
-45,000
|
-51%
|
|
|
7
|
Summit Trail Advisors
New York
|
$543K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$537K
|
+$77.7K
|
+5,024
|
+17%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$460K
|
–
|
–
|
–
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$435K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$401K
|
+$7.09K
|
+459
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$385K
|
+$51.5K
|
+3,329
|
+16%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$294K
|
+$64.6K
|
+4,178
|
+29%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$243K
|
–
|
–
|
–
|
|
|
15
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
16
|
Bickling Financial Services
Lexington,
Massachusetts
|
$228K
|
+$31
|
+2
|
+0%
|
|
|
17
|
Constitution Capital
Shelton,
Connecticut
|
$213K
|
–
|
–
|
–
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$194K
|
+$189K
|
+12,225
|
New
|
|
|
19
|
LCM Capital Management
Chicago,
Illinois
|
$184K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$55K
|
+$185
|
+12
|
+0.3%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38K
|
–
|
–
|
–
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Eagle Bay Advisors
New York
|
$15K
|
-$14.9K
|
-966
|
-50%
|
|
|
24
|
|
–
|
-$139K
|
-9,085
|
Closed
|
|
|
25
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
–
|
-$44K
|
-2,875
|
Closed
|
|
