|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.6M
|
-$847K
|
-15,102
|
-19%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.27M
|
-$1.12K
|
-20
|
-0.1%
|
|
|
3
|
Institute for Wealth Management
Denver,
Colorado
|
$917K
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$879K
|
+$104K
|
+1,848
|
+12%
|
|
|
5
|
|
$828K
|
-$44.6K
|
-795
|
-5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$747K
|
+$589K
|
+10,501
|
+236%
|
|
|
7
|
Phocas Financial Corp
Alameda,
California
|
$675K
|
–
|
–
|
–
|
|
|
8
|
Advisory Research
Chicago,
Illinois
|
$669K
|
-$57K
|
-1,016
|
-7%
|
|
|
9
|
IMC Chicago
Chicago,
Illinois
|
$539K
|
-$1.54M
|
-27,421
|
-72%
|
|
|
10
|
Occidental Asset Management
Burlingame,
California
|
$499K
|
–
|
–
|
–
|
|
|
11
|
Peak Asset Management
Louisville,
Colorado
|
$493K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$332K
|
+$73.1K
|
+1,304
|
+24%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$308K
|
-$2.8K
|
-50
|
-0.8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$303K
|
-$313K
|
-5,577
|
-48%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$265K
|
–
|
–
|
–
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$184K
|
-$56.1K
|
-1,001
|
-21%
|
|
|
18
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$74K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$74K
|
+$12.3K
|
+220
|
+17%
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$45.3K
|
–
|
–
|
–
|
|
|
21
|
Tradition Wealth Management
Edina,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
24
|
|
$16K
|
+$4.49K
|
+80
|
+33%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$13K
|
–
|
–
|
–
|
|
