|
1
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$7.8M
|
+$7.63M
|
+157,082
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.44M
|
+$321K
|
+6,616
|
+5%
|
|
|
3
|
|
$5.68M
|
+$2.13M
|
+43,816
|
+62%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4.96M
|
+$4.86M
|
+100,000
|
New
|
|
|
5
|
SG Americas Securities
New York
|
$2.94M
|
-$2.84M
|
-58,348
|
-50%
|
|
|
6
|
|
$2.12M
|
+$380K
|
+7,822
|
+22%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
+$156K
|
+3,208
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$135K
|
+2,778
|
+9%
|
|
|
9
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$991K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$765K
|
-$521K
|
-10,714
|
-41%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$645K
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$558K
|
-$37K
|
-762
|
-6%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$415K
|
-$5.15K
|
-106
|
-1%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$293K
|
+$286K
|
+5,896
|
New
|
|
|
15
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$222K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$164K
|
+$161K
|
+3,310
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$163K
|
-$486
|
-10
|
-0.3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$159K
|
-$1.07K
|
-22
|
-0.7%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$143K
|
+$39.8K
|
+820
|
+40%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$116K
|
+$113K
|
+2,332
|
New
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$99K
|
+$21.6K
|
+444
|
+29%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54K
|
-$2.67M
|
-54,908
|
-98%
|
|
|
23
|
American International Group
New York
|
$15.4K
|
+$15.1K
|
+310
|
New
|
|
|
24
|
Choate Investment Advisors
Boston,
Massachusetts
|
$5.96K
|
+$5.83K
|
+120
|
New
|
|
|
25
|
Timber Hill
Greenwich,
Connecticut
|
–
|
-$1.2M
|
-24,466
|
Closed
|
|
