|
1
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.5M
|
+$165K
|
+4,038
|
+1%
|
|
|
2
|
Xponance
Philadelphia,
Pennsylvania
|
$8.25M
|
-$211K
|
-5,160
|
-3%
|
|
|
3
|
|
$5.39M
|
-$125K
|
-3,058
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
-$28.4K
|
-695
|
-0.6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3.56M
|
+$110K
|
+2,692
|
+3%
|
|
|
6
|
Telos Capital Management
San Diego,
California
|
$2.72M
|
+$163K
|
+3,972
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.64M
|
-$349K
|
-8,531
|
-12%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.5M
|
+$2.37K
|
+58
|
+0.1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.34M
|
-$65.5K
|
-1,601
|
-3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.65M
|
-$20.3K
|
-496
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$140K
|
-3,410
|
-10%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.03M
|
-$1.55M
|
-37,832
|
-60%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$910K
|
+$270K
|
+6,599
|
+42%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$767K
|
-$3.88M
|
-94,707
|
-84%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$723K
|
-$33.6K
|
-821
|
-4%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$390K
|
-$25.5K
|
-623
|
-6%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$369K
|
-$6.88K
|
-168
|
-2%
|
|
|
18
|
|
$336K
|
+$335K
|
+8,179
|
New
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$309K
|
–
|
–
|
–
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$293K
|
-$7.65K
|
-187
|
-3%
|
|
|
21
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$230K
|
+$229K
|
+5,607
|
New
|
|
|
22
|
GW & Wade
Wellesley,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$214K
|
+$4.91K
|
+120
|
+2%
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$203K
|
-$10.1K
|
-247
|
-5%
|
|
|
25
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$164K
|
-$69.7K
|
-1,703
|
-30%
|
|
