|
1
|
Advisor Group
Phoenix,
Arizona
|
$5.37M
|
+$396K
|
+8,815
|
+9%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.82M
|
-$769K
|
-17,095
|
-14%
|
|
|
3
|
|
$2.65M
|
+$423K
|
+9,402
|
+20%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.04M
|
+$267K
|
+5,935
|
+16%
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$946K
|
-$205K
|
-4,550
|
-19%
|
|
|
6
|
|
$936K
|
+$171K
|
+3,798
|
+24%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$773K
|
+$81.5K
|
+1,812
|
+13%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$360K
|
+$154K
|
+3,427
|
+83%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$273K
|
+$12.8K
|
+285
|
+5%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$196K
|
+$14.1K
|
+313
|
+8%
|
|
|
11
|
CWA Asset Management Group
Naples,
Florida
|
$178K
|
-$15.2K
|
-338
|
-8%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$156K
|
+$146K
|
+3,250
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$148K
|
–
|
–
|
–
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$101K
|
-$16.4K
|
-365
|
-15%
|
|
|
15
|
Citizens Financial Group
Providence,
Rhode Island
|
$24K
|
+$22.5K
|
+500
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$13K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
+$5.67K
|
+126
|
+82%
|
|
|
18
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$11K
|
–
|
–
|
–
|
|
|
19
|
|
$3K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
–
|
-$1K
|
-20
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$675
|
-15
|
Closed
|
|
