|
1
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$10.2M
|
+$10.7M
|
+268,783
|
New
|
|
|
2
|
|
$5.25M
|
-$48.3K
|
-1,217
|
-0.9%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$4.86M
|
+$5.09M
|
+128,160
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$449K
|
+11,326
|
+10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3.16M
|
+$888K
|
+22,378
|
+37%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.47M
|
+$29.7K
|
+748
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.43M
|
-$449K
|
-11,310
|
-15%
|
|
|
8
|
Telos Capital Management
San Diego,
California
|
$2.29M
|
+$49K
|
+1,234
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.18M
|
-$171K
|
-4,319
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.01M
|
+$51.6K
|
+1,300
|
+3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.94M
|
-$1.11M
|
-28,082
|
-35%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
-$18.2K
|
-458
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$828K
|
+20,871
|
+248%
|
|
|
14
|
|
$1.01M
|
-$6.77M
|
-170,734
|
-87%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$700K
|
-$21K
|
-528
|
-3%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$697K
|
-$66.7K
|
-1,682
|
-8%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$347K
|
-$199K
|
-5,004
|
-35%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$285K
|
+$299K
|
+7,523
|
New
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$283K
|
+$17.9K
|
+452
|
+6%
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$228K
|
-$1.19K
|
-30
|
-0.5%
|
|
|
22
|
GW & Wade
Wellesley,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
$200K
|
+$210K
|
+5,280
|
New
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$179K
|
-$8.49K
|
-214
|
-4%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$94K
|
-$3.61K
|
-91
|
-4%
|
|
