|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
+$336K
|
+24,162
|
+26%
|
|
|
2
|
|
$1.47M
|
+$24.2K
|
+1,741
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$667K
|
+$7.26K
|
+521
|
+1%
|
|
|
4
|
Wolverine Asset Management
Chicago,
Illinois
|
$634K
|
+$694K
|
+49,849
|
New
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$555K
|
-$123K
|
-8,801
|
-17%
|
|
|
6
|
Moors & Cabot
Boston,
Massachusetts
|
$547K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$411K
|
-$24.3K
|
-1,743
|
-5%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
9
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$350K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$315K
|
-$8.2K
|
-589
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$295K
|
-$16.6K
|
-1,189
|
-5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$295K
|
+$323K
|
+23,180
|
New
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$268K
|
+$294K
|
+21,089
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$251K
|
+$15.6K
|
+1,117
|
+6%
|
|
|
15
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$188K
|
–
|
–
|
–
|
|
|
16
|
Bickling Financial Services
Lexington,
Massachusetts
|
$183K
|
+$28
|
+2
|
+0%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176K
|
-$20.7K
|
-1,487
|
-10%
|
|
|
18
|
|
$116K
|
+$127K
|
+9,085
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$45K
|
+$237
|
+17
|
+0.5%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
21
|
Optimum Investment Advisors
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
22
|
FNY Investment Advisers
New York
|
$1K
|
+$1.39K
|
+100
|
New
|
|
|
23
|
AJ Wealth Strategies
New York
|
–
|
-$879K
|
-55,622
|
Closed
|
|
|
24
|
Summit Trail Advisors
New York
|
–
|
-$543K
|
-34,335
|
Closed
|
|
|
25
|
Constitution Capital
Shelton,
Connecticut
|
–
|
-$213K
|
-13,500
|
Closed
|
|
