|
1
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$12.5M
|
+$280K
|
+6,711
|
+2%
|
|
|
2
|
XML Financial
Bethesda,
Maryland
|
$5.87M
|
+$5.74M
|
+137,634
|
New
|
|
|
3
|
|
$5.75M
|
+$1.22M
|
+29,218
|
+28%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.84M
|
-$33.8K
|
-809
|
-0.7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$4.31M
|
+$502K
|
+12,043
|
+13%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.22M
|
+$4.13M
|
+98,970
|
New
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$3.28M
|
-$1.25M
|
-29,929
|
-28%
|
|
|
8
|
Telos Capital Management
San Diego,
California
|
$3.07M
|
+$113K
|
+2,698
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.82M
|
-$37.5K
|
-898
|
-1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.73M
|
+$9.35K
|
+224
|
+0.4%
|
|
|
11
|
|
$2.47M
|
+$676K
|
+16,203
|
+39%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.91M
|
-$373K
|
-8,951
|
-17%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$931K
|
-$147K
|
-3,528
|
-14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$854K
|
+$139K
|
+3,334
|
+20%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$765K
|
+$10.4K
|
+250
|
+1%
|
|
|
16
|
GHP Investment Advisors
Denver,
Colorado
|
$459K
|
-$13.1K
|
-313
|
-3%
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$404K
|
–
|
–
|
–
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$397K
|
+$388K
|
+9,297
|
New
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$321K
|
–
|
–
|
–
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$302K
|
-$23.1K
|
-553
|
-7%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$248K
|
+$14.4K
|
+344
|
+6%
|
|
|
22
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$222K
|
–
|
–
|
–
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$201K
|
+$197K
|
+4,723
|
New
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$97K
|
–
|
–
|
–
|
|
