|
1
|
Credit Suisse
Zurich,
Switzerland
|
$30.2M
|
+$30.6M
|
+1,100,000
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$20.1M
|
+$117K
|
+4,210
|
+0.6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.9M
|
-$361K
|
-12,955
|
-2%
|
|
|
4
|
|
$12.7M
|
-$1.97M
|
-70,599
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
-$140K
|
-5,035
|
-1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
+$3.6M
|
+129,280
|
+51%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.1M
|
-$151K
|
-5,438
|
-2%
|
|
|
8
|
SPC Financial Inc
Rockville,
Maryland
|
$9.08M
|
+$600K
|
+21,535
|
+7%
|
|
|
9
|
|
$7.31M
|
+$817K
|
+29,350
|
+12%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.2M
|
+$2.72M
|
+97,836
|
+60%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.08M
|
+$270K
|
+9,685
|
+5%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.7M
|
+$62.1K
|
+2,229
|
+2%
|
|
|
13
|
|
$3.44M
|
+$3.49M
|
+125,475
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$3.17M
|
+$2.7M
|
+97,098
|
+531%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.46M
|
+$293K
|
+10,508
|
+13%
|
|
|
16
|
Monument Capital Management
Alexandria,
Virginia
|
$2.43M
|
+$225K
|
+8,077
|
+10%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$2.28M
|
-$1.51M
|
-54,207
|
-39%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.06M
|
+$78.5K
|
+2,821
|
+4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.93M
|
-$3.87M
|
-139,144
|
-66%
|
|
|
20
|
Diligent Investors
Redlands,
California
|
$1.57M
|
+$1.59M
|
+57,172
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
+$31.9K
|
+1,145
|
+2%
|
|
|
22
|
|
$1.18M
|
-$447K
|
-16,047
|
-27%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.15M
|
–
|
–
|
–
|
|
|
24
|
Strid Group
Newtown Square,
Pennsylvania
|
$1.06M
|
-$120K
|
-4,297
|
-10%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$485K
|
-17,415
|
-31%
|
|
