|
1
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
+$548K
|
+20,069
|
+58%
|
|
|
2
|
|
$705K
|
+$95.2K
|
+3,485
|
+16%
|
|
|
3
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$291K
|
+$9.6K
|
+352
|
+4%
|
|
|
4
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$286K
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$281K
|
+$273K
|
+10,002
|
New
|
|
|
6
|
|
$278K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$134K
|
+$3.69K
|
+135
|
+3%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$112K
|
–
|
–
|
–
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$83K
|
+$80.4K
|
+2,944
|
New
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$48K
|
–
|
–
|
–
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
12
|
City Holding Co
Charleston,
West Virginia
|
$15K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
16
|
|
$4K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$343K
|
-13,029
|
Closed
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$341K
|
-12,936
|
Closed
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$301K
|
-11,424
|
Closed
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$10K
|
-400
|
Closed
|
|
