|
1
|
CIBC World Market
Toronto,
Ontario, Canada
|
$9.63M
|
+$60.4K
|
+1,921
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.38M
|
+$665K
|
+21,153
|
+10%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.25M
|
+$96.3K
|
+3,065
|
+2%
|
|
|
4
|
|
$2.37M
|
-$127K
|
-4,049
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$975K
|
+$133K
|
+4,248
|
+17%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$846K
|
+$47.1K
|
+1,500
|
+6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$461K
|
–
|
–
|
–
|
|
|
8
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$382K
|
+$366K
|
+11,643
|
New
|
|
|
9
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$323K
|
+$2.26K
|
+72
|
+0.7%
|
|
|
10
|
Bank of New York Mellon
New York
|
$260K
|
+$1.98K
|
+63
|
+0.8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$220K
|
-$320K
|
-10,169
|
-60%
|
|
|
12
|
Smart Money Group
Eastland,
Texas
|
$219K
|
-$1.03M
|
-32,911
|
-83%
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$212K
|
-$30K
|
-955
|
-13%
|
|
|
14
|
Well Done LLC
Holland,
Michigan
|
$206K
|
-$157K
|
-4,992
|
-44%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$68K
|
+$31
|
+1
|
+0%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$56K
|
+$189
|
+6
|
+0.4%
|
|
|
17
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$55K
|
+$52.8K
|
+1,680
|
New
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$15K
|
–
|
–
|
–
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3K
|
+$2.73K
|
+87
|
New
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$15K
|
-500
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$4K
|
-146
|
Closed
|
|
