|
1
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
+$36.5M
|
+520,530
|
+984%
|
|
|
2
|
Wall Capital Group
Phoenix,
Arizona
|
$5.59M
|
+$4.86M
|
+69,377
|
+586%
|
|
|
3
|
|
$4.7M
|
+$3.26M
|
+46,600
|
+216%
|
|
|
4
|
|
$2.72M
|
+$2.32M
|
+33,111
|
+517%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.87M
|
+$187K
|
+2,669
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.61M
|
+$38.6K
|
+551
|
+2%
|
|
|
7
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.3M
|
+$35.5K
|
+507
|
+3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$399K
|
+5,689
|
+51%
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$740K
|
+$194K
|
+2,774
|
+35%
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$619K
|
-$78.5K
|
-1,120
|
-11%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$531K
|
+$10K
|
+143
|
+2%
|
|
|
12
|
Pacific Sun Financial
Los Angeles,
California
|
$479K
|
+$488K
|
+6,960
|
New
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$459K
|
-$3.78K
|
-54
|
-0.8%
|
|
|
14
|
|
$317K
|
-$71.1K
|
-1,015
|
-18%
|
|
|
15
|
Granite Investment Advisors
Concord,
New Hampshire
|
$314K
|
-$12.5K
|
-179
|
-4%
|
|
|
16
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$303K
|
+$308K
|
+4,401
|
New
|
|
|
17
|
City Holding Co
Charleston,
West Virginia
|
$281K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$261K
|
-$67.9K
|
-970
|
-20%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$183K
|
+$18.2K
|
+260
|
+11%
|
|
|
20
|
Cerebellum
San Francisco,
California
|
$80K
|
-$560
|
-8
|
-0.7%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$59K
|
+$60.5K
|
+863
|
New
|
|
|
22
|
Patten Group
Chattanooga,
Tennessee
|
$51K
|
–
|
–
|
–
|
|
|
23
|
Nelson Capital Management
Menlo Park,
California
|
$39K
|
-$39.9K
|
-570
|
-50%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$37K
|
-$8.62K
|
-123
|
-19%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$35K
|
–
|
–
|
–
|
|
