|
1
|
Wells Fargo
San Francisco,
California
|
$25.1M
|
+$7.74M
|
+306,000
|
+45%
|
|
|
2
|
|
$8.67M
|
-$48.7K
|
-1,925
|
-0.6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.15M
|
+$338K
|
+13,365
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.49M
|
+$504K
|
+19,948
|
+26%
|
|
|
5
|
|
$778K
|
+$24.5K
|
+967
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$750K
|
-$97.2K
|
-3,842
|
-12%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$558K
|
-$842K
|
-33,314
|
-60%
|
|
|
8
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$403K
|
-$19.8K
|
-783
|
-5%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$353K
|
-$50.6K
|
-2,000
|
-13%
|
|
|
10
|
|
$265K
|
+$264K
|
+10,426
|
New
|
|
|
11
|
American International Group
New York
|
$165K
|
+$76.4K
|
+3,023
|
+87%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$51K
|
+$50.6K
|
+2,000
|
New
|
|
|
13
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$2.53M
|
-100,928
|
Closed
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$624K
|
-24,919
|
Closed
|
|
|
15
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$228K
|
-9,120
|
Closed
|
|
