|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.35M
|
+$250K
|
+13,588
|
+4%
|
|
|
2
|
|
$2.92M
|
-$22.5K
|
-1,224
|
-0.7%
|
|
|
3
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.53M
|
+$116K
|
+6,312
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.43M
|
+$118K
|
+6,445
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$903K
|
-$550K
|
-29,924
|
-37%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$799K
|
+$63.3K
|
+3,446
|
+8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$735K
|
+$2.46K
|
+134
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$732K
|
+$147
|
+8
|
+0%
|
|
|
9
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$701K
|
-$89.4K
|
-4,862
|
-11%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$461K
|
-$27.6K
|
-1,500
|
-5%
|
|
|
11
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$408K
|
+$91.9K
|
+5,000
|
+28%
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$376K
|
-$7.35K
|
-400
|
-2%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$328K
|
+$73.5K
|
+4,000
|
+28%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$320K
|
+$46.1K
|
+2,508
|
+16%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$264K
|
–
|
–
|
–
|
|
|
16
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$254K
|
+$264K
|
+14,351
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$243K
|
-$29.5K
|
-1,606
|
-10%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$242K
|
+$16.1K
|
+875
|
+7%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$233K
|
+$110
|
+6
|
+0%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$227K
|
-$45.1K
|
-2,454
|
-16%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$185K
|
–
|
–
|
–
|
|
|
22
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$179K
|
+$249K
|
+13,566
|
New
|
|
|
23
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$143K
|
+$148K
|
+8,044
|
New
|
|
|
24
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$111K
|
+$1.84K
|
+100
|
+2%
|
|
|
25
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$105K
|
-$66.3K
|
-3,608
|
-38%
|
|
