|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$39.2M
|
+$38.1M
|
+1,486,440
|
New
|
|
|
2
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$13.3M
|
-$912K
|
-35,536
|
-7%
|
|
|
3
|
MSI Financial Services
Springfield,
Massachusetts
|
$8.2M
|
+$555K
|
+21,636
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
+$135K
|
+5,272
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$3.59M
|
-$923
|
-36
|
-0%
|
|
|
6
|
Advisor Group
Phoenix,
Arizona
|
$3.58M
|
-$37.5K
|
-1,460
|
-1%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$1.99M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.44M
|
+$259K
|
+10,116
|
+23%
|
|
|
9
|
|
$659K
|
+$10.5K
|
+408
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
-$13K
|
-508
|
-3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$453K
|
-$30K
|
-1,168
|
-6%
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$380K
|
+$18.5K
|
+720
|
+5%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$302K
|
-$11.3K
|
-440
|
-4%
|
|
|
14
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
15
|
|
$278K
|
+$128K
|
+4,976
|
+89%
|
|
|
16
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$251K
|
+$245K
|
+9,532
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$240K
|
-$103
|
-4
|
-0%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$170K
|
+$16.4K
|
+640
|
+11%
|
|
|
19
|
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$1.21M
|
-47,544
|
Closed
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$64K
|
-2,500
|
Closed
|
|
