|
1
|
|
$3.3M
|
+$1.88M
|
+65,362
|
+142%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.02M
|
+$11.7K
|
+407
|
+0.6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
+$32.1K
|
+1,115
|
+3%
|
|
|
4
|
Global Retirement Partners
San Rafael,
California
|
$426K
|
-$749
|
-26
|
-0.2%
|
|
|
5
|
|
$374K
|
–
|
–
|
–
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$343K
|
-$7.84K
|
-272
|
-2%
|
|
|
7
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$302K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
-$1.14M
|
-39,707
|
-89%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$50K
|
–
|
–
|
–
|
|
|
10
|
|
$22K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$7K
|
+$7K
|
+243
|
New
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.57K
|
+$6.4K
|
+222
|
New
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$6K
|
+$5.76K
|
+200
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5K
|
+$4.47K
|
+155
|
New
|
|
|
18
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$291K
|
-10,135
|
Closed
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$26K
|
-900
|
Closed
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$4K
|
-136
|
Closed
|
|
