|
1
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.6M
|
+$370K
|
+9,162
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.62M
|
-$111K
|
-2,754
|
-2%
|
|
|
3
|
Xponance
Philadelphia,
Pennsylvania
|
$4.32M
|
-$3.78M
|
-93,835
|
-47%
|
|
|
4
|
|
$4.27M
|
-$1.02M
|
-25,321
|
-19%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3.61M
|
+$123K
|
+3,062
|
+4%
|
|
|
6
|
Telos Capital Management
San Diego,
California
|
$2.8M
|
+$125K
|
+3,100
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.71M
|
+$108K
|
+2,688
|
+4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.58M
|
+$116K
|
+2,888
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
-$121K
|
-2,990
|
-5%
|
|
|
10
|
|
$1.69M
|
+$1.69M
|
+41,794
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.02M
|
-$247K
|
-6,131
|
-19%
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$715K
|
+$5.04K
|
+125
|
+0.7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$673K
|
-$80.1K
|
-1,986
|
-11%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$447K
|
+$84.6K
|
+2,098
|
+23%
|
|
|
15
|
|
$407K
|
+$406K
|
+10,078
|
New
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$383K
|
–
|
–
|
–
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$308K
|
+$20.4K
|
+506
|
+7%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$304K
|
–
|
–
|
–
|
|
|
19
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$221K
|
-$786K
|
-19,489
|
-78%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$211K
|
–
|
–
|
–
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$92K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$91K
|
+$403
|
+10
|
+0.4%
|
|
|
24
|
Private Ocean
San Rafael,
California
|
$78K
|
–
|
–
|
–
|
|
|
25
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$68K
|
-$93.3K
|
-2,314
|
-58%
|
|
