|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
+$28.6K
|
+1,109
|
+0.4%
|
|
|
2
|
Zurich Insurance Group
Zurich,
Switzerland
|
$5.09M
|
–
|
–
|
–
|
|
|
3
|
|
$1.46M
|
+$198K
|
+7,667
|
+16%
|
|
|
4
|
|
$1.39M
|
+$1.33M
|
+51,733
|
New
|
|
|
5
|
|
$1.34M
|
+$1.29M
|
+50,000
|
New
|
|
|
6
|
John G. Ullman & Associates
Corning,
New York
|
$1.21M
|
-$22.4K
|
-870
|
-2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$953K
|
+$917K
|
+35,556
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$876K
|
-$1.41M
|
-54,849
|
-63%
|
|
|
9
|
High Falls Advisors
Rochester,
New York
|
$756K
|
+$727K
|
+28,209
|
New
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$663K
|
+$101K
|
+3,931
|
+19%
|
|
|
11
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$629K
|
+$597K
|
+23,149
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$603K
|
+$248K
|
+9,628
|
+75%
|
|
|
13
|
Niemann Capital Management
Stateline,
Nevada
|
$555K
|
+$538K
|
+20,874
|
New
|
|
|
14
|
Covington Capital Management
Los Angeles,
California
|
$469K
|
–
|
–
|
–
|
|
|
15
|
Alpine Woods Capital Investors
Purchase,
New York
|
$375K
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$373K
|
+$359K
|
+13,928
|
New
|
|
|
17
|
Professional Planning
Thousand Oaks,
California
|
$345K
|
-$490K
|
-19,015
|
-60%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345K
|
+$3.07K
|
+119
|
+0.9%
|
|
|
19
|
Neuberger Berman Group
New York
|
$322K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$265K
|
-$244K
|
-9,463
|
-49%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$257K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$242K
|
+$11.6K
|
+450
|
+5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$228K
|
+$60.1K
|
+2,332
|
+38%
|
|
|
24
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$220K
|
+$211K
|
+8,197
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$220K
|
+$212K
|
+8,217
|
New
|
|
