|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$6.05M
|
+216,087
|
+131%
|
|
|
2
|
|
$5.53M
|
+$2.98M
|
+106,264
|
+119%
|
|
|
3
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$4.28M
|
+$4.22M
|
+150,837
|
New
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.02M
|
+$2.98M
|
+106,488
|
New
|
|
|
5
|
|
$2.08M
|
+$2.06M
|
+73,443
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.76M
|
+$329K
|
+11,735
|
+23%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.6M
|
+$121K
|
+4,314
|
+8%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$376K
|
+13,420
|
+60%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$913K
|
+$902K
|
+32,208
|
New
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$595K
|
+$588K
|
+21,005
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$559K
|
+$553K
|
+19,739
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$444K
|
-$67.9K
|
-2,425
|
-13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$313K
|
+$310K
|
+11,061
|
New
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$286K
|
+$54.2K
|
+1,936
|
+24%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$212K
|
+$209K
|
+7,480
|
New
|
|
|
16
|
Kings Point Capital Management
Great Neck,
New York
|
$122K
|
+$121K
|
+4,320
|
New
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22K
|
+$21.7K
|
+775
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$40K
|
-1,465
|
Closed
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$3K
|
-114
|
Closed
|
|
