|
1
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.3M
|
+$3.28M
|
+160,600
|
+47%
|
|
|
2
|
|
$9.95M
|
-$2.41M
|
-118,127
|
-20%
|
|
|
3
|
|
$4.93M
|
+$149K
|
+7,297
|
+3%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$3.46M
|
+$254K
|
+12,446
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.44M
|
+$1.23M
|
+60,382
|
+57%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.36M
|
+$3.33M
|
+163,289
|
New
|
|
|
7
|
Bluefin Capital Management
New York
|
$2.4M
|
+$2.42M
|
+118,390
|
New
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.76M
|
+$115K
|
+5,634
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$83.8K
|
+4,103
|
+7%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$1.25M
|
+$420K
|
+20,554
|
+51%
|
|
|
11
|
|
$983K
|
-$292K
|
-14,283
|
-23%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$414K
|
+$407K
|
+19,957
|
New
|
|
|
13
|
Tower Trust
Fort Wayne,
Indiana
|
$316K
|
+$58.9K
|
+2,885
|
+23%
|
|
|
14
|
Cadence Bank NA
Houston,
Texas
|
$212K
|
+$210K
|
+10,292
|
New
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$95K
|
-$19.7K
|
-963
|
-17%
|
|
|
16
|
Lehman Financial Resources
Media,
Pennsylvania
|
$50K
|
+$49.7K
|
+2,435
|
New
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$15K
|
+$5.41K
|
+265
|
+56%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Nomura Holdings
Tokyo,
Japan
|
$10K
|
+$9.64K
|
+472
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.25M
|
-61,092
|
Closed
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$90K
|
-4,393
|
Closed
|
|
|
22
|
New England Securities
New York
|
–
|
-$45K
|
-2,200
|
Closed
|
|
|
23
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$34K
|
-1,643
|
Closed
|
|
