|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.8M
|
–
|
–
|
–
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$1.01M
|
-$31.6K
|
-570
|
-3%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$776K
|
+$458K
|
+8,270
|
+153%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$748K
|
-$9.64K
|
-174
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$620K
|
+$8.7K
|
+157
|
+1%
|
|
|
6
|
Occidental Asset Management
Burlingame,
California
|
$568K
|
–
|
–
|
–
|
|
|
7
|
Peak Asset Management
Louisville,
Colorado
|
$563K
|
–
|
–
|
–
|
|
|
8
|
Phocas Financial Corp
Alameda,
California
|
$441K
|
-$127K
|
-2,300
|
-23%
|
|
|
9
|
|
$417K
|
+$8.81K
|
+159
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$284K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$278K
|
-$16.8K
|
-304
|
-6%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$148K
|
+$1.11K
|
+20
|
+0.8%
|
|
|
15
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$85.2K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$84K
|
–
|
–
|
–
|
|
|
17
|
Raffa Wealth Management
Washington,
District of Columbia
|
$52K
|
–
|
–
|
–
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
$44K
|
–
|
–
|
–
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$23.3K
|
–
|
–
|
–
|
|
|
20
|
|
$18.4K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$23.2K
|
-419
|
-61%
|
|
|
22
|
Ancora Advisors
Cleveland,
Ohio
|
$8.52K
|
–
|
–
|
–
|
|
|
23
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$5.68K
|
–
|
–
|
–
|
|
|
24
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5.68K
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.11K
|
–
|
–
|
–
|
|
