|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14.9M
|
+$14.5M
|
+916,340
|
New
|
|
|
2
|
ProVise Management Group
Clearwater,
Florida
|
$4.61M
|
+$2.58M
|
+163,245
|
+137%
|
|
|
3
|
|
$4.37M
|
+$172K
|
+10,905
|
+4%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$2.22M
|
+$2.15M
|
+136,125
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.18M
|
+$406K
|
+25,705
|
+24%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
-$1.09M
|
-68,745
|
-43%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$976K
|
+$70.2K
|
+4,445
|
+8%
|
|
|
8
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$853K
|
+$122K
|
+7,700
|
+17%
|
|
|
9
|
|
$607K
|
+$136K
|
+8,590
|
+30%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$426K
|
-$219K
|
-13,870
|
-35%
|
|
|
11
|
KMS Financial Services
Seattle,
Washington
|
$282K
|
+$16.4K
|
+1,040
|
+6%
|
|
|
12
|
Hartford Financial Management
Hartford,
Connecticut
|
$199K
|
-$7.9K
|
-500
|
-4%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$110K
|
+$55.3K
|
+3,500
|
+108%
|
|
|
14
|
WFG Advisors
Dallas,
Texas
|
$56K
|
-$7.19K
|
-455
|
-12%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$11.8K
|
+750
|
New
|
|
|
18
|
|
$9K
|
-$3.95K
|
-250
|
-31%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$512K
|
-32,115
|
Closed
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$98K
|
-6,140
|
Closed
|
|
|
21
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$38K
|
-2,355
|
Closed
|
|
