|
1
|
LPL Financial
San Diego,
California
|
$3.8M
|
+$1.44M
|
+38,149
|
+69%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.48M
|
-$366K
|
-9,681
|
-14%
|
|
|
3
|
|
$1.88M
|
-$39.6K
|
-1,048
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$945K
|
+$7K
|
+185
|
+0.8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$519K
|
-$3.4K
|
-90
|
-0.7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$504K
|
-$17.3K
|
-458
|
-4%
|
|
|
7
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$397K
|
–
|
–
|
–
|
|
|
8
|
|
$397K
|
+$370K
|
+9,792
|
New
|
|
|
9
|
|
$342K
|
-$945
|
-25
|
-0.3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$249K
|
-$136K
|
-3,605
|
-37%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$244K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$243K
|
-$1.85K
|
-49
|
-0.8%
|
|
|
13
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$239K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$216K
|
-$253K
|
-6,679
|
-56%
|
|
|
15
|
|
$207K
|
+$193K
|
+5,100
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$158K
|
-$96.2K
|
-2,543
|
-39%
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$122K
|
+$113K
|
+3,000
|
New
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$109K
|
+$102K
|
+2,691
|
New
|
|
|
19
|
Bellevue Asset Management
Bellevue,
Washington
|
$77.8K
|
–
|
–
|
–
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$68.1K
|
–
|
–
|
–
|
|
|
21
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$54.1K
|
+$37.1K
|
+980
|
+200%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$49.2K
|
+$8.51K
|
+225
|
+23%
|
|
|
23
|
Tidemark
San Diego,
California
|
$47.8K
|
+$44.6K
|
+1,179
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41K
|
-$119K
|
-3,150
|
-76%
|
|
|
25
|
|
$38.7K
|
-$12.7K
|
-336
|
-26%
|
|
