|
1
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$1.23M
|
+39,952
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
-$49.5K
|
-1,606
|
-3%
|
|
|
3
|
|
$1.52M
|
-$58.5K
|
-1,897
|
-4%
|
|
|
4
|
Institute for Wealth Management
Denver,
Colorado
|
$772K
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$606K
|
-$11.3K
|
-366
|
-2%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$533K
|
-$16.8K
|
-545
|
-3%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$533K
|
+$94.4K
|
+3,636
|
+22%
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$521K
|
+$182K
|
+5,892
|
+54%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$252K
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$250K
|
-$20.6K
|
-667
|
-8%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$227K
|
+$227K
|
+7,352
|
New
|
|
|
13
|
|
$177K
|
-$13.9K
|
-452
|
-7%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99K
|
–
|
–
|
–
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$52K
|
–
|
–
|
–
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$50K
|
-$886
|
-29
|
-2%
|
|
|
18
|
Sonora Investment Management
Tucson,
Arizona
|
$26.5K
|
+$26.5K
|
+860
|
New
|
|
|
19
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$25K
|
+$25K
|
+800
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$8K
|
-$10.1K
|
-340
|
-56%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$2K
|
-$23.9K
|
-621
|
-92%
|
|
|
22
|
SG Americas Securities
New York
|
–
|
-$491K
|
-16,503
|
Closed
|
|
