|
1
|
|
$2.9M
|
+$1.62M
|
+27,522
|
+116%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.35M
|
+$662K
|
+11,274
|
+90%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.25M
|
+$146K
|
+2,480
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
-$177K
|
-3,009
|
-13%
|
|
|
5
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$943K
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$836K
|
+$222K
|
+3,778
|
+34%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$474K
|
-$44.1K
|
-751
|
-8%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$376K
|
-$2.24M
|
-38,133
|
-85%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$278K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$232K
|
-$23.2K
|
-395
|
-9%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$144K
|
+$133K
|
+2,267
|
+837%
|
|
|
12
|
Patten Group
Chattanooga,
Tennessee
|
$101K
|
+$1.76K
|
+30
|
+2%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$75K
|
-$67.5K
|
-1,149
|
-46%
|
|
|
14
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$74.7K
|
–
|
–
|
–
|
|
|
15
|
Pacific Center for Financial Services
San Ramon,
California
|
$69K
|
+$940
|
+16
|
+1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$49K
|
–
|
–
|
–
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$30.5K
|
–
|
–
|
–
|
|
|
18
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$13K
|
+$13.6K
|
+231
|
New
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$12K
|
–
|
–
|
–
|
|
|
21
|
|
$11K
|
–
|
–
|
–
|
|
|
22
|
|
$11K
|
+$11.8K
|
+200
|
New
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
+$9.99K
|
+170
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
-$4.41K
|
-75
|
-45%
|
|
|
25
|
Covington Capital Management
Los Angeles,
California
|
$3K
|
+$2.94K
|
+50
|
New
|
|
