|
1
|
Brio Consultants
San Francisco,
California
|
$5.63M
|
+$93.5K
|
+1,040
|
+2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.27M
|
+$3.66M
|
+40,737
|
+593%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.89M
|
+$2.3M
|
+25,546
|
+386%
|
|
|
4
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.75M
|
+$2.75M
|
+30,625
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.43M
|
+$619K
|
+6,890
|
+34%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.87M
|
+$324K
|
+3,603
|
+21%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
-$1.91M
|
-21,217
|
-58%
|
|
|
8
|
Centric Wealth Management
Chicago,
Illinois
|
$1M
|
+$1.01M
|
+11,192
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$842K
|
+$27.2K
|
+303
|
+3%
|
|
|
10
|
|
$710K
|
+$14.2K
|
+158
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$649K
|
+$53.9K
|
+600
|
+9%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$461K
|
-$58.1K
|
-646
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$430K
|
+$6.74K
|
+75
|
+2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$389K
|
+$389K
|
+4,329
|
New
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$314K
|
–
|
–
|
–
|
|
|
16
|
WBH Advisory
Baltimore,
Maryland
|
$232K
|
–
|
–
|
–
|
|
|
17
|
Moody National Bank Trust Division
Galveston,
Texas
|
$229K
|
+$206K
|
+2,294
|
+879%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$90K
|
–
|
–
|
–
|
|
|
19
|
|
$43K
|
+$44.9K
|
+500
|
New
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$36K
|
+$8.99K
|
+100
|
+33%
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$25K
|
+$1.08K
|
+12
|
+4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
+$14.9K
|
+166
|
New
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$221K
|
-2,478
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$94K
|
-1,050
|
Closed
|
|
