|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.45M
|
–
|
–
|
–
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$985K
|
-$9.45K
|
-164
|
-0.9%
|
|
|
3
|
IMC Chicago
Chicago,
Illinois
|
$730K
|
+$750K
|
+13,030
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$680K
|
-$59.4K
|
-1,032
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$609K
|
-$2.13K
|
-37
|
-0.3%
|
|
|
6
|
Occidental Asset Management
Burlingame,
California
|
$560K
|
–
|
–
|
–
|
|
|
7
|
Peak Asset Management
Louisville,
Colorado
|
$555K
|
–
|
–
|
–
|
|
|
8
|
Phocas Financial Corp
Alameda,
California
|
$435K
|
–
|
–
|
–
|
|
|
9
|
|
$375K
|
-$37.4K
|
-649
|
-9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$336K
|
+$63.9K
|
+1,109
|
+23%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$274K
|
-$47.2K
|
-820
|
-14%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$269K
|
-$11.5K
|
-200
|
-4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$257K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$232K
|
-$549K
|
-9,527
|
-70%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$156K
|
+$10.3K
|
+178
|
+7%
|
|
|
16
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$84K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$82.8K
|
–
|
–
|
–
|
|
|
18
|
Raffa Wealth Management
Washington,
District of Columbia
|
$51.2K
|
–
|
–
|
–
|
|
|
19
|
Tradition Wealth Management
Edina,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$23K
|
–
|
–
|
–
|
|
|
21
|
|
$13.6K
|
-$4.61K
|
-80
|
-25%
|
|
|
22
|
Ancora Advisors
Cleveland,
Ohio
|
$8.4K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
-$9.73K
|
-169
|
-63%
|
|
|
24
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5.6K
|
–
|
–
|
–
|
|
|
25
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$5.6K
|
–
|
–
|
–
|
|
