|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$976K
|
+$795K
|
+17,040
|
+296%
|
|
|
2
|
Sequent Asset Management
Houston,
Texas
|
$826K
|
+$659K
|
+14,120
|
New
|
|
|
3
|
|
$343K
|
-$57.6K
|
-1,235
|
-13%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$304K
|
-$207K
|
-4,443
|
-38%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$286K
|
-$31.2K
|
-668
|
-9%
|
|
|
6
|
|
$279K
|
+$190K
|
+4,066
|
+166%
|
|
|
7
|
First United Bank & Trust
Oakland,
Maryland
|
$179K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$165K
|
-$61.4K
|
-1,316
|
-25%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$165K
|
+$64.4K
|
+1,379
|
+55%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$157K
|
+$4.25K
|
+91
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$133K
|
+$40.7K
|
+872
|
+39%
|
|
|
12
|
|
$120K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$86K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$69K
|
+$28.7K
|
+614
|
+62%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$10K
|
-$933
|
-20
|
-8%
|
|
|
16
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
17
|
Barclays
London,
United Kingdom
|
$9K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Lee Financial
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Patriot Wealth Management
Houston,
Texas
|
–
|
-$8.41M
|
-176,228
|
Closed
|
|
|
24
|
Lazard Asset Management
New York
|
–
|
-$1.39M
|
-29,223
|
Closed
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$496K
|
-10,404
|
Closed
|
|
