|
1
|
Patriot Wealth Management
Houston,
Texas
|
$8.41M
|
+$8.07M
|
+173,651
|
+6,738%
|
|
|
2
|
Lazard Asset Management
New York
|
$1.39M
|
-$2.06M
|
-44,365
|
-60%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$551K
|
+$27.2K
|
+585
|
+5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$496K
|
+$483K
|
+10,404
|
New
|
|
|
5
|
|
$441K
|
+$121K
|
+2,610
|
+39%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$351K
|
-$264K
|
-5,692
|
-44%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$275K
|
+$234K
|
+5,027
|
+695%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$246K
|
+$30.4K
|
+655
|
+15%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$244K
|
-$97.7K
|
-2,104
|
-29%
|
|
|
10
|
First United Bank & Trust
Oakland,
Maryland
|
$200K
|
-$11.2K
|
-240
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$170K
|
-$318K
|
-6,853
|
-66%
|
|
|
12
|
|
$134K
|
+$12.9K
|
+278
|
+11%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$118K
|
-$790
|
-17
|
-0.7%
|
|
|
14
|
|
$117K
|
-$93.9K
|
-2,022
|
-45%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$106K
|
+$103K
|
+2,224
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$96K
|
+$93.3K
|
+2,008
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
+$34.4K
|
+740
|
+290%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Barclays
London,
United Kingdom
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$10K
|
+$8.78K
|
+189
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$9K
|
+$46
|
+1
|
+0.5%
|
|
|
22
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6.97K
|
–
|
–
|
–
|
|
|
23
|
Lee Financial
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Citizens Financial Group
Providence,
Rhode Island
|
$4K
|
+$4.37K
|
+94
|
New
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
