|
1
|
|
$1.39M
|
+$146K
|
+12,469
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
+$34.7K
|
+2,964
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.13M
|
+$183K
|
+15,665
|
+20%
|
|
|
4
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$595K
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$394K
|
+$101K
|
+8,644
|
+35%
|
|
|
6
|
Stablepoint Partners
Braintree,
Massachusetts
|
$379K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$361K
|
-$218K
|
-18,632
|
-38%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$303K
|
-$7.45K
|
-636
|
-2%
|
|
|
9
|
Alpha Cubed Investments
Irvine,
California
|
$249K
|
–
|
–
|
–
|
|
|
10
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$218K
|
+$433
|
+37
|
+0.2%
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$216K
|
+$25.5K
|
+2,175
|
+14%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
13
|
|
$189K
|
–
|
–
|
–
|
|
|
14
|
Brookwood Investment Group
Phoenix,
Arizona
|
$189K
|
+$187K
|
+15,960
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$163K
|
+$714
|
+61
|
+0.4%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$120K
|
+$119K
|
+10,142
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$119K
|
+$117K
|
+10,034
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99K
|
-$33.9K
|
-2,897
|
-26%
|
|
|
19
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$73.5K
|
–
|
–
|
–
|
|
|
20
|
Grove Bank & Trust
Miami,
Florida
|
$35.5K
|
+$35.1K
|
+3,000
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.7K
|
+$6.74K
|
+576
|
+57%
|
|
|
22
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$6.75K
|
-$43.5K
|
-3,716
|
-87%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.33K
|
–
|
–
|
–
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$4.4K
|
+$47
|
+4
|
+1%
|
|
|
25
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$1.18K
|
–
|
–
|
–
|
|
