|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.53M
|
+$5.93M
|
+326,293
|
+1,780%
|
|
|
2
|
|
$3.15M
|
-$1.35M
|
-74,147
|
-31%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
-$165K
|
-9,073
|
-10%
|
|
|
4
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.52M
|
+$13.9K
|
+765
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
+$370K
|
+20,363
|
+38%
|
|
|
6
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$842K
|
+$807K
|
+44,439
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$790K
|
-$29.5K
|
-1,627
|
-4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$783K
|
+$10.8K
|
+596
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$782K
|
-$114K
|
-6,262
|
-13%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$521K
|
–
|
–
|
–
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$410K
|
-$59.9K
|
-3,300
|
-13%
|
|
|
12
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$295K
|
+$43.5K
|
+2,397
|
+18%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$290K
|
+$200
|
+11
|
+0.1%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$290K
|
+$278K
|
+15,286
|
New
|
|
|
16
|
Covington Capital Management
Los Angeles,
California
|
$282K
|
–
|
–
|
–
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$275K
|
+$263K
|
+14,500
|
New
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$249K
|
-$1.18K
|
-65
|
-0.5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$242K
|
+$232K
|
+12,796
|
New
|
|
|
20
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$227K
|
+$16.3K
|
+900
|
+8%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$198K
|
+$4.54K
|
+250
|
+2%
|
|
|
22
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$181K
|
+$6.92K
|
+381
|
+4%
|
|
|
23
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$120K
|
+$115K
|
+6,340
|
New
|
|
|
24
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$116K
|
–
|
–
|
–
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$73K
|
–
|
–
|
–
|
|
