|
1
|
|
$13.7M
|
–
|
–
|
–
|
|
|
2
|
Trek Financial
Scottsdale,
Arizona
|
$7.76M
|
+$7.5M
|
+423,095
|
New
|
|
|
3
|
|
$7.31M
|
+$1.17M
|
+65,760
|
+20%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.98M
|
+$232K
|
+13,100
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.29M
|
-$76.4K
|
-4,310
|
-2%
|
|
|
6
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.13M
|
+$2.05M
|
+115,735
|
New
|
|
|
7
|
Arvest Investments
Lowell,
Arkansas
|
$2.05M
|
+$376K
|
+21,215
|
+23%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.8M
|
-$252K
|
-14,190
|
-13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.6M
|
+$416K
|
+23,430
|
+37%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
+$273K
|
+15,380
|
+23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
+$215K
|
+12,145
|
+20%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.32M
|
+$548K
|
+30,910
|
+75%
|
|
|
13
|
SG Americas Securities
New York
|
$1.26M
|
+$44.3K
|
+2,500
|
+4%
|
|
|
14
|
|
$1.23M
|
-$149K
|
-8,415
|
-11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$63.1K
|
+3,560
|
+6%
|
|
|
16
|
|
$1.03M
|
+$998K
|
+56,255
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$914K
|
+$160K
|
+9,040
|
+22%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$786K
|
+$91.4K
|
+5,155
|
+14%
|
|
|
19
|
Financial Sense Advisors
San Diego,
California
|
$763K
|
+$738K
|
+41,635
|
New
|
|
|
20
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$526K
|
-$28.7K
|
-1,620
|
-5%
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$512K
|
-$187K
|
-10,535
|
-27%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$416K
|
+$31.7K
|
+1,790
|
+9%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$379K
|
-$7.8K
|
-440
|
-2%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$327K
|
-$32.5K
|
-1,835
|
-9%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$294K
|
-$68.6K
|
-3,865
|
-19%
|
|
