|
1
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$1.45M
|
+54,213
|
+14%
|
|
|
2
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.91M
|
+$5.82M
|
+217,886
|
New
|
|
|
3
|
|
$3.57M
|
+$3.12M
|
+116,824
|
+796%
|
|
|
4
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.27M
|
-$43.8K
|
-1,640
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.01M
|
+$248K
|
+9,292
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.35M
|
+$134K
|
+5,003
|
+6%
|
|
|
7
|
|
$1.4M
|
+$88.6K
|
+3,318
|
+7%
|
|
|
8
|
Bank of the West
Monterey Park,
California
|
$1.39M
|
-$2.25M
|
-84,083
|
-62%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
-$1.04M
|
-39,074
|
-48%
|
|
|
10
|
|
$858K
|
+$631K
|
+23,649
|
+296%
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$736K
|
+$13.7K
|
+513
|
+2%
|
|
|
12
|
M Holdings Securities
Portland,
Oregon
|
$593K
|
+$57.5K
|
+2,153
|
+11%
|
|
|
13
|
|
$588K
|
+$263K
|
+9,857
|
+83%
|
|
|
14
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$469K
|
-$2.07M
|
-77,608
|
-82%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$451K
|
+$4.3K
|
+161
|
+1%
|
|
|
16
|
Virtu KCG Holdings
New York
|
$386K
|
+$380K
|
+14,225
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$351K
|
–
|
–
|
–
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$290K
|
+$3.28K
|
+123
|
+1%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$275K
|
+$270K
|
+10,126
|
New
|
|
|
20
|
Klingman & Associates
New York
|
$271K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$246K
|
-$2.67K
|
-100
|
-1%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$203K
|
-$330K
|
-12,347
|
-63%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$182K
|
-$49.8K
|
-1,867
|
-22%
|
|
|
24
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$135K
|
–
|
–
|
–
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$75K
|
+$74.2K
|
+2,780
|
New
|
|
