|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$4.44M
|
+$58.5K
|
+662
|
+1%
|
|
|
2
|
Patriot Wealth Management
Houston,
Texas
|
$3.39M
|
+$38.7K
|
+438
|
+1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$2.28M
|
+$1.75M
|
+19,764
|
+241%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$180K
|
+2,035
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
+$874K
|
+9,892
|
+309%
|
|
|
6
|
|
$919K
|
-$11.1K
|
-126
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$604K
|
+$10.1K
|
+114
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$434K
|
+$108K
|
+1,223
|
+30%
|
|
|
9
|
First United Bank & Trust
Oakland,
Maryland
|
$417K
|
-$38K
|
-430
|
-8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$248K
|
+$283K
|
+3,205
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$231K
|
-$104K
|
-1,179
|
-29%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$190K
|
+$206K
|
+2,332
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$175K
|
+$190K
|
+2,147
|
New
|
|
|
14
|
Madden Advisory Services
Jacksonville,
Florida
|
$89K
|
-$365K
|
-4,135
|
-79%
|
|
|
15
|
|
$85K
|
–
|
–
|
–
|
|
|
16
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$74K
|
-$10.7K
|
-121
|
-12%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
18
|
Kanaly Trust
Houston,
Texas
|
$27K
|
–
|
–
|
–
|
|
|
19
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
21
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$11.6K
|
+$88
|
+1
|
+0.7%
|
|
|
22
|
|
$9K
|
-$874K
|
-9,893
|
-99%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
24
|
American International Group
New York
|
$5.73K
|
–
|
–
|
–
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4K
|
–
|
–
|
–
|
|
