|
1
|
Brio Consultants
San Francisco,
California
|
$5.5M
|
+$620K
|
+7,383
|
+14%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$3.23M
|
+$3.05M
|
+36,272
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$1.23M
|
+14,606
|
+263%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
+$153K
|
+1,817
|
+12%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$809K
|
+$6.13K
|
+73
|
+0.8%
|
|
|
6
|
|
$691K
|
-$148K
|
-1,762
|
-19%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$612K
|
+$16.5K
|
+197
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$591K
|
+$330K
|
+3,934
|
+146%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$589K
|
+$111K
|
+1,327
|
+25%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$515K
|
+$420K
|
+5,004
|
+642%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$420K
|
-$5.04K
|
-60
|
-1%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$312K
|
–
|
–
|
–
|
|
|
13
|
WBH Advisory
Baltimore,
Maryland
|
$230K
|
+$217K
|
+2,587
|
New
|
|
|
14
|
|
$221K
|
-$4.01M
|
-47,694
|
-95%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$94K
|
-$5.29K
|
-63
|
-6%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$89K
|
–
|
–
|
–
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26K
|
–
|
–
|
–
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
20
|
Moody National Bank Trust Division
Galveston,
Texas
|
$23K
|
+$21.9K
|
+261
|
New
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$11.9K
|
+$11.3K
|
+135
|
New
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
–
|
-$23K
|
-300
|
Closed
|
|
