|
1
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$4.38M
|
+$259K
|
+10,475
|
+6%
|
|
|
2
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.58M
|
+$248K
|
+10,000
|
+19%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.38M
|
-$407K
|
-16,447
|
-23%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$874K
|
+$872K
|
+35,194
|
New
|
|
|
5
|
|
$663K
|
+$95K
|
+3,836
|
+17%
|
|
|
6
|
|
$655K
|
+$654K
|
+26,407
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$305K
|
+$69.4K
|
+2,804
|
+30%
|
|
|
8
|
Tocqueville Asset Management
New York
|
$248K
|
+$248K
|
+10,000
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$236K
|
-$495
|
-20
|
-0.2%
|
|
|
10
|
|
$230K
|
-$453K
|
-18,273
|
-66%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$48K
|
+$39.3K
|
+1,587
|
+504%
|
|
|
12
|
|
$46K
|
+$4.95K
|
+200
|
+12%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$23K
|
–
|
–
|
–
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
-$3.71K
|
-150
|
-15%
|
|
|
16
|
Proficio Capital Partners
Newton,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$943
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$451K
|
-18,500
|
Closed
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$5K
|
-204
|
Closed
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
–
|
-$1K
|
-22
|
Closed
|
|
