|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.51M
|
-$125K
|
-2,087
|
-3%
|
|
|
2
|
IMC Chicago
Chicago,
Illinois
|
$2.3M
|
+$2.29M
|
+38,219
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
+$31.7K
|
+530
|
+2%
|
|
|
4
|
Institute for Wealth Management
Denver,
Colorado
|
$1.1M
|
–
|
–
|
–
|
|
|
5
|
|
$1.04M
|
-$32.7K
|
-546
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$946K
|
-$338K
|
-5,657
|
-26%
|
|
|
7
|
Advisory Research
Chicago,
Illinois
|
$866K
|
–
|
–
|
–
|
|
|
8
|
Phocas Financial Corp
Alameda,
California
|
$812K
|
-$343K
|
-5,736
|
-30%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$700K
|
+$147K
|
+2,451
|
+27%
|
|
|
10
|
Occidental Asset Management
Burlingame,
California
|
$601K
|
–
|
–
|
–
|
|
|
11
|
Peak Asset Management
Louisville,
Colorado
|
$594K
|
+$1.61K
|
+27
|
+0.3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$373K
|
-$1.97K
|
-33
|
-0.5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$321K
|
-$117K
|
-1,960
|
-27%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$319K
|
-$39.7K
|
-664
|
-11%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$275K
|
+$274K
|
+4,581
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$268K
|
+$133K
|
+2,220
|
+99%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$259K
|
-$14.8K
|
-248
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$241K
|
-$169K
|
-2,824
|
-41%
|
|
|
20
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$90K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$76K
|
–
|
–
|
–
|
|
|
22
|
Raffa Wealth Management
Washington,
District of Columbia
|
$54.5K
|
+$419
|
+7
|
+0.8%
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$46K
|
+$359
|
+6
|
+0.8%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
