|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.41M
|
-$76.9K
|
-1,189
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.45M
|
-$32.4K
|
-500
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.38M
|
+$20.3K
|
+313
|
+1%
|
|
|
4
|
Phocas Financial Corp
Alameda,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
5
|
Institute for Wealth Management
Denver,
Colorado
|
$1.15M
|
–
|
–
|
–
|
|
|
6
|
Advisory Research
Chicago,
Illinois
|
$1.12M
|
-$5.11K
|
-79
|
-0.4%
|
|
|
7
|
Occidental Asset Management
Burlingame,
California
|
$629K
|
–
|
–
|
–
|
|
|
8
|
Peak Asset Management
Louisville,
Colorado
|
$619K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$574K
|
-$18.6K
|
-288
|
-3%
|
|
|
10
|
|
$545K
|
+$2.85K
|
+44
|
+0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$412K
|
+$26.4K
|
+408
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$406K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$382K
|
-$32.4K
|
-500
|
-8%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$360K
|
+$371K
|
+5,728
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$320K
|
-$55.8K
|
-862
|
-15%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$314K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$191K
|
+$83.3K
|
+1,287
|
+74%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$79K
|
–
|
–
|
–
|
|
|
19
|
Raffa Wealth Management
Washington,
District of Columbia
|
$56.6K
|
–
|
–
|
–
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$48K
|
–
|
–
|
–
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$38K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
25
|
|
$21K
|
-$130K
|
-2,006
|
-86%
|
|
