|
1
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.3M
|
+$228K
|
+5,651
|
+2%
|
|
|
2
|
Xponance
Philadelphia,
Pennsylvania
|
$8.48M
|
+$8.29M
|
+205,985
|
New
|
|
|
3
|
|
$5.52M
|
-$171K
|
-4,235
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.85M
|
-$364K
|
-9,049
|
-7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.67M
|
+$3.39M
|
+84,081
|
+287%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.46M
|
+$22.8K
|
+567
|
+0.7%
|
|
|
7
|
|
$3.26M
|
+$2.12M
|
+52,756
|
+199%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3M
|
+$353K
|
+8,758
|
+14%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.58M
|
+$471K
|
+11,691
|
+23%
|
|
|
10
|
Telos Capital Management
San Diego,
California
|
$2.56M
|
+$73.9K
|
+1,836
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.5M
|
-$179K
|
-4,450
|
-7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.41M
|
+$39.3K
|
+975
|
+2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.68M
|
+$45K
|
+1,117
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.44M
|
-$734K
|
-18,218
|
-34%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$758K
|
-$2.05K
|
-51
|
-0.3%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$640K
|
-$4.53M
|
-112,608
|
-88%
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$416K
|
-$334K
|
-8,284
|
-45%
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$377K
|
-$81
|
-2
|
-0%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$374K
|
+$366K
|
+9,084
|
New
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
$332K
|
–
|
–
|
–
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$310K
|
–
|
–
|
–
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$301K
|
-$6.76K
|
-168
|
-2%
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$234K
|
-$12.7K
|
-315
|
-5%
|
|
|
24
|
GW & Wade
Wellesley,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$213K
|
-$4.03K
|
-100
|
-2%
|
|
