|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$540万
|
-$7.69万
|
-1,189
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$145万
|
-$3.24万
|
-500
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$138万
|
+$2.03万
|
+313
|
+1%
|
|
|
4
|
Phocas Financial Corp
Alameda,
California
|
$121万
|
–
|
–
|
–
|
|
|
5
|
Institute for Wealth Management
Denver,
Colorado
|
$115万
|
–
|
–
|
–
|
|
|
6
|
Advisory Research
Chicago,
Illinois
|
$112万
|
-$5,112
|
-79
|
-0.4%
|
|
|
7
|
Occidental Asset Management
Burlingame,
California
|
$62.9万
|
–
|
–
|
–
|
|
|
8
|
Peak Asset Management
Louisville,
Colorado
|
$61.9万
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$57.4万
|
-$1.86万
|
-288
|
-3%
|
|
|
10
|
|
$54.5万
|
+$2,847
|
+44
|
+0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$41.2万
|
+$2.64万
|
+408
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.6万
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.2万
|
-$3.24万
|
-500
|
-8%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$36万
|
+$37.1万
|
+5,728
|
新規
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$32万
|
-$5.58万
|
-862
|
-15%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$31.4万
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.1万
|
+$8.33万
|
+1,287
|
+74%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$7.9万
|
–
|
–
|
–
|
|
|
19
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.66万
|
–
|
–
|
–
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.8万
|
–
|
–
|
–
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$3.8万
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.7万
|
–
|
–
|
–
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.1万
|
–
|
–
|
–
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$2.6万
|
–
|
–
|
–
|
|
|
25
|
|
$2.1万
|
-$13万
|
-2,006
|
-86%
|
|
