|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$2.65M
|
+$72.8K
|
+5,258
|
+3%
|
|
|
2
|
|
$1.1M
|
+$77.7K
|
+5,613
|
+8%
|
|
|
3
|
Focused Wealth Management
Newburgh,
New York
|
$557K
|
–
|
–
|
–
|
|
|
4
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$463K
|
-$41.5K
|
-3,000
|
-8%
|
|
|
5
|
|
$455K
|
+$54.8K
|
+3,958
|
+14%
|
|
|
6
|
|
$427K
|
-$11K
|
-793
|
-3%
|
|
|
7
|
Joel Isaacson & Co
New York
|
$419K
|
–
|
–
|
–
|
|
|
8
|
|
$366K
|
-$19.5K
|
-1,405
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$294K
|
+$32.9K
|
+2,377
|
+13%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
11
|
M&R Capital Management
Summit,
New Jersey
|
$189K
|
–
|
–
|
–
|
|
|
12
|
Edge Wealth Management
New York
|
$59K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$57K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
–
|
–
|
–
|
|
|
15
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$28K
|
–
|
–
|
–
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$27K
|
–
|
–
|
–
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$13K
|
–
|
–
|
–
|
|
|
18
|
American International Group
New York
|
$9.04K
|
+$125
|
+9
|
+1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$9K
|
+$9.23K
|
+667
|
New
|
|
|
20
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$10K
|
-764
|
Closed
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$4.51K
|
-321
|
Closed
|
|
|
22
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$1K
|
-63
|
Closed
|
|
