|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$831K
|
+$116K
|
+3,879
|
+14%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$616K
|
+$575K
|
+19,186
|
+473%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$356K
|
+$16K
|
+534
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$201K
|
+$228K
|
+7,587
|
New
|
|
|
5
|
|
$34K
|
–
|
–
|
–
|
|
|
6
|
Cordasco Financial Network
Naples,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$20K
|
-$10.2K
|
-340
|
-32%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
9
|
Huntington National Bank
Columbus,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
13
|
Trust Company
Manhattan,
Kansas
|
$3K
|
+$3.87K
|
+129
|
New
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$318
|
–
|
–
|
–
|
|
|
15
|
|
–
|
-$1.69M
|
-45,706
|
Closed
|
|
|
16
|
Silvercrest Asset Management
New York
|
–
|
-$739K
|
-20,000
|
Closed
|
|
|
17
|
Beck Bode LLC
Dedham,
Massachusetts
|
–
|
-$213K
|
-5,773
|
Closed
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$24K
|
-600
|
Closed
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$450
|
+15
|
New
|
|
