|
1
|
|
$2.53M
|
-$131K
|
-8,411
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$471K
|
+30,241
|
+52%
|
|
|
3
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.25M
|
+$1.25M
|
+80,536
|
New
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.1M
|
-$218K
|
-13,994
|
-17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.05M
|
-$29.6K
|
-1,903
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$607K
|
+$70.5K
|
+4,531
|
+13%
|
|
|
7
|
|
$575K
|
-$71.6K
|
-4,599
|
-11%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$464K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$452K
|
+$638
|
+41
|
+0.1%
|
|
|
10
|
Wedbush Securities
Los Angeles,
California
|
$427K
|
+$374
|
+24
|
+0.1%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$308K
|
+$44.4K
|
+2,853
|
+17%
|
|
|
12
|
Partnervest Advisory Services
Santa Barbara,
California
|
$261K
|
-$116K
|
-7,440
|
-31%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$238K
|
+$218
|
+14
|
+0.1%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$237K
|
+$27.4K
|
+1,762
|
+13%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$235K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$224K
|
–
|
–
|
–
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$215K
|
+$560
|
+36
|
+0.3%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$214K
|
-$732
|
-47
|
-0.3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$192K
|
-$34K
|
-2,187
|
-15%
|
|
|
20
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$67K
|
+$1.01K
|
+65
|
+2%
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$64K
|
-$25.2K
|
-1,621
|
-28%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$61K
|
+$60.8K
|
+3,904
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
24
|
Ranch Capital Advisors
Sarasota,
Florida
|
$27K
|
+$27.2K
|
+1,750
|
New
|
|
|
25
|
Verus Capital Partners
Scottsdale,
Arizona
|
$23K
|
+$23.4K
|
+1,500
|
New
|
|
