|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.5M
|
-$165K
|
-2,725
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
+$49.6K
|
+819
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$124K
|
+2,044
|
+10%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.24M
|
+$740K
|
+12,223
|
+165%
|
|
|
5
|
Phocas Financial Corp
Alameda,
California
|
$1.21M
|
+$1.17M
|
+19,251
|
New
|
|
|
6
|
Institute for Wealth Management
Denver,
Colorado
|
$1.16M
|
-$5.45K
|
-90
|
-0.5%
|
|
|
7
|
Advisory Research
Chicago,
Illinois
|
$1.13M
|
-$1.1M
|
-18,218
|
-50%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$664K
|
-$106K
|
-1,753
|
-14%
|
|
|
9
|
Occidental Asset Management
Burlingame,
California
|
$629K
|
–
|
–
|
–
|
|
|
10
|
Peak Asset Management
Louisville,
Colorado
|
$620K
|
+$2.18K
|
+36
|
+0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$552K
|
+$91.9K
|
+1,518
|
+21%
|
|
|
12
|
|
$548K
|
+$31.1K
|
+513
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$417K
|
-$19.9K
|
-328
|
-5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$374K
|
+$51.4K
|
+849
|
+17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$340K
|
+$328K
|
+5,412
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$291K
|
-$6.96K
|
-115
|
-2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$288K
|
+$28K
|
+463
|
+11%
|
|
|
18
|
Northwest Bancshares
Warren,
Pennsylvania
|
$247K
|
-$217K
|
-3,588
|
-48%
|
|
|
19
|
|
$141K
|
-$6.96K
|
-115
|
-5%
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$56.6K
|
–
|
–
|
–
|
|
|
21
|
Tradition Wealth Management
Edina,
Minnesota
|
$48K
|
+$424
|
+7
|
+0.9%
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
$38K
|
+$36.3K
|
+600
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
24
|
Advisors Preferred
Rockville,
Maryland
|
$32K
|
+$30.6K
|
+505
|
New
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
