|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.95M
|
-$10.8K
|
-170
|
-0.2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.55M
|
+$189K
|
+2,974
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.33M
|
-$102K
|
-1,615
|
-7%
|
|
|
4
|
Phocas Financial Corp
Alameda,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
5
|
Institute for Wealth Management
Denver,
Colorado
|
$1.14M
|
–
|
–
|
–
|
|
|
6
|
|
$1.11M
|
+$586K
|
+9,250
|
+107%
|
|
|
7
|
Advisory Research
Chicago,
Illinois
|
$896K
|
-$216K
|
-3,411
|
-19%
|
|
|
8
|
Occidental Asset Management
Burlingame,
California
|
$622K
|
–
|
–
|
–
|
|
|
9
|
Peak Asset Management
Louisville,
Colorado
|
$613K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$572K
|
+$4.63K
|
+73
|
+0.8%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$454K
|
+$99.8K
|
+1,574
|
+27%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$425K
|
+$17.9K
|
+282
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$388K
|
-$13.8K
|
-218
|
-3%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$372K
|
-$6.34K
|
-100
|
-2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$311K
|
+$1.27K
|
+20
|
+0.4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$308K
|
-$8.49K
|
-134
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139K
|
-$50.8K
|
-802
|
-26%
|
|
|
18
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$93K
|
+$95.1K
|
+1,500
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$78K
|
–
|
–
|
–
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$56K
|
–
|
–
|
–
|
|
|
21
|
Tradition Wealth Management
Edina,
Minnesota
|
$47K
|
–
|
–
|
–
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
$37K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$36K
|
–
|
–
|
–
|
|
|
24
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$35K
|
+$36.4K
|
+575
|
New
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
