|
1
|
|
$97.3M
|
+$12.3M
|
+412,656
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$41.2M
|
-$8.69M
|
-291,729
|
-17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.1M
|
+$527K
|
+17,678
|
+2%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.2M
|
-$2.86M
|
-96,045
|
-12%
|
|
|
5
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$17.5M
|
-$152K
|
-5,113
|
-0.8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
-$31K
|
-1,041
|
-0.2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
-$420K
|
-14,087
|
-3%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.7M
|
-$1.39M
|
-46,798
|
-11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.6M
|
-$3.11M
|
-104,250
|
-22%
|
|
|
10
|
Gratus Capital
Atlanta,
Georgia
|
$8.71M
|
-$156K
|
-5,246
|
-2%
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$5.95M
|
+$1.21M
|
+40,757
|
+24%
|
|
|
12
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.44M
|
+$21.6K
|
+726
|
+0.4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.36M
|
-$241K
|
-8,102
|
-4%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$5.16M
|
+$3.64M
|
+122,100
|
+196%
|
|
|
15
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.1M
|
+$137K
|
+4,591
|
+3%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$4.43M
|
+$194K
|
+6,496
|
+4%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.67M
|
-$67.8K
|
-2,275
|
-2%
|
|
|
18
|
|
$2.61M
|
-$153K
|
-5,133
|
-5%
|
|
|
19
|
|
$2.58M
|
+$2.74M
|
+91,931
|
New
|
|
|
20
|
Founders Financial Securities
Towson,
Maryland
|
$2.15M
|
+$2.29M
|
+76,821
|
New
|
|
|
21
|
SII Investments
Appleton,
Wisconsin
|
$2M
|
-$129K
|
-4,332
|
-6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$549K
|
+18,430
|
+44%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.45M
|
-$94.4K
|
-3,167
|
-6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.41M
|
+$87.7K
|
+2,942
|
+6%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.41M
|
–
|
–
|
–
|
|
