|
1
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$4.01M
|
+$422K
|
+16,769
|
+11%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.74M
|
-$320K
|
-12,741
|
-15%
|
|
|
3
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.3M
|
+$558K
|
+22,200
|
+70%
|
|
|
4
|
|
$667K
|
+$693K
|
+27,549
|
New
|
|
|
5
|
|
$554K
|
+$64.8K
|
+2,577
|
+13%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$451K
|
+$246K
|
+9,800
|
+113%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$231K
|
+$240K
|
+9,538
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$229K
|
-$11.5K
|
-456
|
-5%
|
|
|
9
|
|
$40K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$23K
|
-$7.54K
|
-300
|
-24%
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
14
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$604
|
+24
|
+8%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
+$5.66K
|
+225
|
+450%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
-$3.67K
|
-146
|
-42%
|
|
|
18
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$3K
|
+$4.15K
|
+165
|
New
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$50
|
+2
|
+2%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1K
|
+$553
|
+22
|
New
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$919
|
+$956
|
+38
|
New
|
|
|
22
|
|
–
|
-$1.86M
|
-76,193
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$628K
|
-25,767
|
Closed
|
|
|
24
|
|
–
|
-$528K
|
-21,687
|
Closed
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$389K
|
-15,965
|
Closed
|
|
