|
1
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
+$284K
|
+13,637
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.97M
|
+$1.26M
|
+60,428
|
+16%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$6.82M
|
+$6.78M
|
+325,000
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.15M
|
-$513K
|
-24,624
|
-8%
|
|
|
5
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$4.56M
|
+$472K
|
+22,654
|
+12%
|
|
|
6
|
|
$4.31M
|
+$420K
|
+20,137
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.91M
|
-$1.44M
|
-69,223
|
-27%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.81M
|
+$177K
|
+8,504
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
-$367K
|
-17,600
|
-11%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.62M
|
+$35.3K
|
+1,693
|
+1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.9M
|
+$1.88M
|
+90,144
|
New
|
|
|
12
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.68M
|
-$7.73M
|
-370,991
|
-82%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.44M
|
-$7.51K
|
-360
|
-0.5%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.36M
|
+$23.5K
|
+1,125
|
+2%
|
|
|
15
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.33M
|
-$249K
|
-11,943
|
-16%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.23M
|
-$113K
|
-5,398
|
-8%
|
|
|
17
|
Investment Partners
New Philadelphia,
Ohio
|
$1.12M
|
+$15.3K
|
+734
|
+1%
|
|
|
18
|
|
$940K
|
+$934K
|
+44,798
|
New
|
|
|
19
|
Park Avenue Securities
New York
|
$885K
|
-$20.7K
|
-994
|
-2%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$814K
|
+$54K
|
+2,592
|
+7%
|
|
|
21
|
Maridea Wealth Management
Brooklyn,
New York
|
$751K
|
-$225K
|
-10,804
|
-23%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$726K
|
-$3.75K
|
-180
|
-0.5%
|
|
|
23
|
SimpliFi Inc
San Diego,
California
|
$688K
|
+$32.3K
|
+1,549
|
+5%
|
|
|
24
|
Cross Staff Investments
Pittsford,
New York
|
$630K
|
–
|
–
|
–
|
|
|
25
|
Madrona Financial Services
Everett,
Washington
|
$562K
|
+$43K
|
+2,064
|
+8%
|
|
