|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.13M
|
+$3.76M
|
+244,136
|
+439%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$898K
|
+$3.88K
|
+252
|
+0.3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$639K
|
-$31.9K
|
-2,071
|
-3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$320K
|
+$473K
|
+30,717
|
New
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$314K
|
-$3.58M
|
-232,307
|
-89%
|
|
|
6
|
Gradient Capital Advisors
San Diego,
California
|
$293K
|
-$50.5K
|
-3,278
|
-10%
|
|
|
7
|
V Wealth Advisors
Overland Park,
Kansas
|
$276K
|
+$407K
|
+26,435
|
New
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$239K
|
+$352K
|
+22,894
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$194K
|
+$287K
|
+18,627
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$185K
|
-$5.29K
|
-344
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$130K
|
-$5.43M
|
-352,567
|
-97%
|
|
|
12
|
Financial Counselors Inc
Overland Park,
Kansas
|
$127K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$115K
|
+$169K
|
+10,974
|
New
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$106K
|
-$19K
|
-1,237
|
-11%
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$105K
|
+$155K
|
+10,100
|
New
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$96.4K
|
+$142K
|
+9,235
|
New
|
|
|
17
|
|
$61K
|
-$264K
|
-17,146
|
-75%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$48K
|
+$1.51K
|
+98
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
-$71.2K
|
-4,626
|
-59%
|
|
|
20
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
23
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$962K
|
-50,766
|
Closed
|
|
|
25
|
LVZ Inc
Holland,
Michigan
|
–
|
-$335K
|
-17,700
|
Closed
|
|
