|
1
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.64M
|
–
|
–
|
–
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$1.14M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$781K
|
-$15.1K
|
-215
|
-2%
|
|
|
4
|
Occidental Asset Management
Burlingame,
California
|
$696K
|
–
|
–
|
–
|
|
|
5
|
Peak Asset Management
Louisville,
Colorado
|
$692K
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$446K
|
+$450K
|
+6,411
|
New
|
|
|
7
|
|
$434K
|
+$21.9K
|
+312
|
+5%
|
|
|
8
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$341K
|
+$49.3K
|
+703
|
+17%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$339K
|
-$17.1K
|
-244
|
-5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$276K
|
-$4.63K
|
-66
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$250K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$226K
|
-$35.1K
|
-500
|
-13%
|
|
|
14
|
Raffa Wealth Management
Washington,
District of Columbia
|
$64K
|
–
|
–
|
–
|
|
|
15
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$41.2K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.9K
|
-$147K
|
-2,100
|
-83%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$29K
|
–
|
–
|
–
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$28.6K
|
–
|
–
|
–
|
|
|
19
|
|
$16.9K
|
–
|
–
|
–
|
|
|
20
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6.96K
|
–
|
–
|
–
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.36K
|
+$5.4K
|
+77
|
New
|
|
|
22
|
Harvest Fund Management
Beijing,
China
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Raleigh Capital Management
Cary,
North Carolina
|
$905
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$487
|
+$491
|
+7
|
New
|
|
|
25
|
Elevation Wealth Partners
Santa Rosa,
California
|
$61
|
–
|
–
|
–
|
|
