|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$10.3M
|
+$10.3M
|
+195,288
|
New
|
|
|
2
|
Venturi Wealth Management
Austin,
Texas
|
$3.98M
|
-$56K
|
-1,063
|
-1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.34M
|
+$2M
|
+37,981
|
+150%
|
|
|
4
|
|
$2.27M
|
-$452K
|
-8,577
|
-17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.22M
|
+$256K
|
+4,857
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.13M
|
+$3.74K
|
+71
|
+0.2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.63M
|
+$40.9K
|
+777
|
+3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
-$3.46M
|
-65,760
|
-73%
|
|
|
9
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.21M
|
+$106K
|
+2,008
|
+10%
|
|
|
10
|
|
$659K
|
-$32.4K
|
-615
|
-5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$593K
|
+$3.27K
|
+62
|
+0.6%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$544K
|
+$73K
|
+1,386
|
+16%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$542K
|
+$33.2K
|
+631
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$540K
|
-$69K
|
-1,310
|
-11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$539K
|
+$19.4K
|
+369
|
+4%
|
|
|
16
|
Snowden Capital Advisors
New York
|
$400K
|
–
|
–
|
–
|
|
|
17
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$391K
|
–
|
–
|
–
|
|
|
18
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$287K
|
-$6.06K
|
-115
|
-2%
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$208K
|
+$208K
|
+3,952
|
New
|
|
|
20
|
|
$164K
|
–
|
–
|
–
|
|
|
21
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$62K
|
-$19.4K
|
-368
|
-24%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
23
|
BOK Financial
Tulsa,
Oklahoma
|
$52K
|
+$51.8K
|
+984
|
New
|
|
|
24
|
|
$43K
|
-$18.6K
|
-353
|
-30%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$31K
|
+$7.27K
|
+138
|
+31%
|
|
