|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$5.09M
|
+$4.43M
|
+53,813
|
New
|
|
|
2
|
BBVA USA Bancshares
Houston,
Texas
|
$4.35M
|
+$417K
|
+5,073
|
+10%
|
|
|
3
|
Patriot Wealth Management
Houston,
Texas
|
$3.33M
|
+$125K
|
+1,514
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$952K
|
-$582K
|
-7,075
|
-38%
|
|
|
5
|
|
$922K
|
-$4.83M
|
-58,725
|
-84%
|
|
|
6
|
|
$809K
|
+$823K
|
+10,000
|
New
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$663K
|
+$260K
|
+3,157
|
+63%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$590K
|
+$120K
|
+1,453
|
+25%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$529K
|
-$5.27K
|
-64
|
-1%
|
|
|
10
|
First United Bank & Trust
Oakland,
Maryland
|
$449K
|
-$53K
|
-644
|
-10%
|
|
|
11
|
Madden Advisory Services
Jacksonville,
Florida
|
$423K
|
-$122K
|
-1,483
|
-22%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$332K
|
-$87.9K
|
-1,068
|
-21%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$325K
|
-$150K
|
-1,817
|
-31%
|
|
|
14
|
|
$293K
|
+$298K
|
+3,622
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$259K
|
+$43.5K
|
+529
|
+20%
|
|
|
16
|
|
$84K
|
–
|
–
|
–
|
|
|
17
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$83.3K
|
-$6.91K
|
-84
|
-8%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
+$8.72K
|
+106
|
+15%
|
|
|
19
|
Kanaly Trust
Houston,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$14K
|
+$14.8K
|
+180
|
New
|
|
|
22
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$11.4K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
+$8.39K
|
+102
|
New
|
|
|
24
|
American International Group
New York
|
$5.69K
|
+$1.98K
|
+24
|
+52%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4K
|
+$3.29K
|
+40
|
New
|
|
