|
1
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
+$2.04M
|
+61,359
|
+17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$2.88M
|
+86,651
|
+441%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.9M
|
–
|
–
|
–
|
|
|
4
|
|
$1.62M
|
+$5.48K
|
+165
|
+0.3%
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$965K
|
+$50.7K
|
+1,527
|
+6%
|
|
|
6
|
Institute for Wealth Management
Denver,
Colorado
|
$814K
|
-$16.6K
|
-500
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$329K
|
+$54.3K
|
+1,633
|
+20%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$313K
|
+$313K
|
+9,431
|
New
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$220K
|
+$220K
|
+6,634
|
New
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$216K
|
-$28.7K
|
-898
|
-12%
|
|
|
12
|
|
$175K
|
-$43K
|
-1,295
|
-20%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$121K
|
-$344K
|
-10,364
|
-74%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$119K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101K
|
–
|
–
|
–
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$56K
|
–
|
–
|
–
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$53K
|
-$99
|
-3
|
-0.2%
|
|
|
18
|
Sonora Investment Management
Tucson,
Arizona
|
$28.6K
|
–
|
–
|
–
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10K
|
+$10K
|
+300
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$5K
|
+$5K
|
+150
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$226K
|
-7,037
|
Closed
|
|
|
23
|
SG Americas Securities
New York
|
–
|
-$126K
|
-3,906
|
Closed
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$30K
|
-939
|
Closed
|
|
|
25
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
–
|
-$26K
|
-800
|
Closed
|
|
