|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.8M
|
+$794K
|
+8,319
|
+9%
|
|
|
2
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$9.14M
|
+$6.3K
|
+66
|
+0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.85M
|
-$210K
|
-2,202
|
-4%
|
|
|
4
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.49M
|
–
|
–
|
–
|
|
|
5
|
Fulcrum Equity Management
Plano,
Texas
|
$2.36M
|
+$2.36M
|
+24,770
|
New
|
|
|
6
|
|
$1.62M
|
+$276K
|
+2,893
|
+21%
|
|
|
7
|
Legacy Capital Group California
Los Gatos,
California
|
$1.44M
|
+$1.44M
|
+15,118
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$852K
|
+$428K
|
+4,483
|
+101%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$632K
|
+$147K
|
+1,540
|
+30%
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$571K
|
-$310K
|
-3,243
|
-35%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$467K
|
+$468K
|
+4,898
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$435K
|
+$435K
|
+4,559
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$416K
|
-$34.5K
|
-361
|
-8%
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$278K
|
-$447K
|
-4,680
|
-62%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$211K
|
+$211K
|
+2,212
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$191K
|
–
|
–
|
–
|
|
|
17
|
MTM Investment Management
Spartanburg,
South Carolina
|
$114K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$112K
|
+$191
|
+2
|
+0.2%
|
|
|
19
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$34K
|
+$22.2K
|
+233
|
+193%
|
|
|
20
|
Baker Avenue Asset Management
San Francisco,
California
|
$21.9K
|
–
|
–
|
–
|
|
|
21
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$11.5K
|
–
|
–
|
–
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$10.1K
|
–
|
–
|
–
|
|
|
23
|
Kessler Investment Group
Columbus,
Indiana
|
$7.89K
|
-$10.5K
|
-110
|
-57%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$7.63K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.18K
|
–
|
–
|
–
|
|
