|
1
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$3.63M
|
+$415K
|
+16,247
|
+12%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.07M
|
-$418K
|
-16,361
|
-16%
|
|
|
3
|
|
$1.86M
|
+$1.95M
|
+76,193
|
New
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$768K
|
+$270K
|
+10,550
|
+50%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$628K
|
+$658K
|
+25,767
|
New
|
|
|
6
|
|
$528K
|
+$83.6K
|
+3,271
|
+18%
|
|
|
7
|
|
$495K
|
+$179K
|
+6,995
|
+53%
|
|
|
8
|
SeaCrest Wealth Management
Purchase,
New York
|
$389K
|
+$408K
|
+15,965
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$242K
|
+$30.5K
|
+1,194
|
+14%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$212K
|
+$222K
|
+8,700
|
New
|
|
|
11
|
|
$41K
|
–
|
–
|
–
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$30K
|
+$31.8K
|
+1,243
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
+$5.11K
|
+200
|
+26%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
15
|
Proficio Capital Partners
Newton,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
16
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$9K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7K
|
+$7.43K
|
+291
|
New
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$2.56K
|
+100
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$605K
|
-23,220
|
Closed
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$50K
|
-1,900
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$21K
|
-800
|
Closed
|
|
