|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.47M
|
-$777
|
-12
|
-0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
-$26.7K
|
-412
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
-$9.39K
|
-145
|
-0.7%
|
|
|
4
|
Phocas Financial Corp
Alameda,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
5
|
Institute for Wealth Management
Denver,
Colorado
|
$1.19M
|
–
|
–
|
–
|
|
|
6
|
Advisory Research
Chicago,
Illinois
|
$1.16M
|
-$4.86K
|
-75
|
-0.4%
|
|
|
7
|
Occidental Asset Management
Burlingame,
California
|
$645K
|
–
|
–
|
–
|
|
|
8
|
Peak Asset Management
Louisville,
Colorado
|
$636K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$608K
|
-$73.8K
|
-1,139
|
-11%
|
|
|
10
|
|
$557K
|
-$6.03K
|
-93
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$424K
|
+$129K
|
+1,998
|
+44%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$417K
|
-$10.6K
|
-163
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$397K
|
+$47.9K
|
+739
|
+14%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$383K
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$323K
|
+$24.4K
|
+376
|
+8%
|
|
|
16
|
Northwest Bancshares
Warren,
Pennsylvania
|
$208K
|
-$45.5K
|
-703
|
-18%
|
|
|
17
|
|
$151K
|
+$6.03K
|
+93
|
+4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$113K
|
-$455K
|
-7,028
|
-80%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$81K
|
+$59.4K
|
+917
|
+269%
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$58.1K
|
–
|
–
|
–
|
|
|
21
|
Tradition Wealth Management
Edina,
Minnesota
|
$49K
|
–
|
–
|
–
|
|
|
22
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$41K
|
+$41.5K
|
+641
|
New
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$39K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$32K
|
–
|
–
|
–
|
|
