|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.49M
|
–
|
–
|
–
|
|
|
2
|
IMC Chicago
Chicago,
Illinois
|
$1.16M
|
+$716K
|
+13,524
|
+125%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.14M
|
-$77.7K
|
-1,468
|
-6%
|
|
|
4
|
Institute for Wealth Management
Denver,
Colorado
|
$875K
|
–
|
–
|
–
|
|
|
5
|
|
$811K
|
+$23.7K
|
+448
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$802K
|
-$41K
|
-774
|
-4%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$740K
|
+$821K
|
+15,525
|
New
|
|
|
8
|
Phocas Financial Corp
Alameda,
California
|
$644K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$520K
|
-$214K
|
-4,048
|
-27%
|
|
|
10
|
Occidental Asset Management
Burlingame,
California
|
$477K
|
–
|
–
|
–
|
|
|
11
|
Peak Asset Management
Louisville,
Colorado
|
$471K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$333K
|
+$48.1K
|
+909
|
+15%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$289K
|
-$5.29K
|
-100
|
-2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$247K
|
-$6.93K
|
-131
|
-2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$218K
|
-$110K
|
-2,070
|
-31%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
-$58.3K
|
-1,101
|
-30%
|
|
|
18
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$71K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$70K
|
–
|
–
|
–
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$43.2K
|
–
|
–
|
–
|
|
|
21
|
|
$42K
|
+$46.6K
|
+880
|
New
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
24
|
|
$15K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$13K
|
–
|
–
|
–
|
|
