|
1
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.13M
|
+$133K
|
+4,210
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
+$1.33M
|
+42,146
|
+370%
|
|
|
3
|
|
$1.65M
|
+$217K
|
+6,900
|
+17%
|
|
|
4
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$1.45M
|
-$20K
|
-634
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.08M
|
-$174K
|
-5,538
|
-15%
|
|
|
6
|
|
$965K
|
+$184K
|
+5,838
|
+26%
|
|
|
7
|
Global Retirement Partners
San Rafael,
California
|
$422K
|
+$3.05K
|
+97
|
+0.8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$414K
|
-$24.1K
|
-767
|
-6%
|
|
|
9
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$407K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$340K
|
-$2.09M
|
-66,248
|
-87%
|
|
|
11
|
Equitable Holdings
New York
|
$337K
|
-$35.6K
|
-1,130
|
-10%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$21K
|
+$19.8K
|
+629
|
New
|
|
|
13
|
International Assets Investment Management
Orlando,
Florida
|
$14K
|
+$12.6K
|
+400
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
-$17K
|
-541
|
-61%
|
|
|
15
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$9K
|
+$3.4K
|
+108
|
+67%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.58K
|
–
|
–
|
–
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2K
|
+$31
|
+1
|
+2%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$62
|
–
|
–
|
–
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$45K
|
-1,510
|
Closed
|
|
|
25
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$1K
|
-38
|
Closed
|
|
