|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.91M
|
-$97.7K
|
-1,684
|
-3%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$1.06M
|
-$64.8K
|
-1,117
|
-6%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$881K
|
+$792K
|
+13,659
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$774K
|
-$7.89K
|
-136
|
-1%
|
|
|
5
|
Occidental Asset Management
Burlingame,
California
|
$645K
|
–
|
–
|
–
|
|
|
6
|
Peak Asset Management
Louisville,
Colorado
|
$640K
|
+$1.1K
|
+19
|
+0.2%
|
|
|
7
|
Phocas Financial Corp
Alameda,
California
|
$477K
|
-$21.1K
|
-364
|
-5%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$441K
|
+$156K
|
+2,695
|
+65%
|
|
|
9
|
|
$433K
|
+$1.62K
|
+28
|
+0.4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$340K
|
-$41.5K
|
-716
|
-12%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$299K
|
-$362K
|
-6,239
|
-57%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$299K
|
+$870
|
+15
|
+0.3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$294K
|
-$19.4K
|
-334
|
-7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$164K
|
-$14.4K
|
-249
|
-9%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$95.3K
|
–
|
–
|
–
|
|
|
17
|
Raffa Wealth Management
Washington,
District of Columbia
|
$59.3K
|
+$290
|
+5
|
+0.5%
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
$50K
|
+$232
|
+4
|
+0.5%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$26.5K
|
–
|
–
|
–
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$25.8K
|
+$23.2K
|
+400
|
New
|
|
|
21
|
Elevation Wealth Partners
Santa Rosa,
California
|
$20.4K
|
+$21.1K
|
+364
|
New
|
|
|
22
|
|
$15.7K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$13.5K
|
+$12.1K
|
+209
|
New
|
|
|
24
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$6.45K
|
–
|
–
|
–
|
|
|
25
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6.45K
|
–
|
–
|
–
|
|
