|
1
|
UBS Group
Zurich,
Switzerland
|
$1.61M
|
+$33.5K
|
+1,129
|
+2%
|
|
|
2
|
|
$364K
|
–
|
–
|
–
|
|
|
3
|
Global Retirement Partners
San Rafael,
California
|
$341K
|
+$15.1K
|
+508
|
+4%
|
|
|
4
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$298K
|
-$20.9K
|
-703
|
-6%
|
|
|
5
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$294K
|
–
|
–
|
–
|
|
|
6
|
|
$290K
|
+$81.8K
|
+2,752
|
+38%
|
|
|
7
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$249K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$140K
|
-$11.5K
|
-386
|
-7%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
10
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$29K
|
+$29.7K
|
+1,000
|
New
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$26K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
-$26.2K
|
-883
|
-69%
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
18
|
|
$3K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$365K
|
-12,433
|
Closed
|
|
|
21
|
|
–
|
-$281K
|
-9,562
|
Closed
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$25K
|
-860
|
Closed
|
|
|
23
|
City Holding Co
Charleston,
West Virginia
|
–
|
-$16K
|
-550
|
Closed
|
|
