|
1
|
|
$5.31M
|
-$713K
|
-58,786
|
-12%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.8M
|
-$48.1K
|
-3,968
|
-1%
|
|
|
3
|
|
$1.56M
|
–
|
–
|
–
|
|
|
4
|
|
$1.49M
|
-$121K
|
-10,000
|
-8%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.1M
|
+$13.8K
|
+1,135
|
+1%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$550K
|
+$548K
|
+45,205
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$477K
|
+$143K
|
+11,824
|
+43%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$352K
|
+$61.1K
|
+5,042
|
+21%
|
|
|
9
|
Level Four Advisory Services
Dallas,
Texas
|
$337K
|
+$30.4K
|
+2,505
|
+10%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$275K
|
+$138K
|
+11,381
|
+100%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$222K
|
+$50.6K
|
+4,173
|
+29%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$164K
|
+$164K
|
+13,557
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$142K
|
+$43K
|
+3,544
|
+43%
|
|
|
14
|
Decision Investments
San Diego,
California
|
$134K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$133K
|
+$2.35K
|
+194
|
+2%
|
|
|
16
|
City Holding Co
Charleston,
West Virginia
|
$49.8K
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$49K
|
–
|
–
|
–
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$39.8K
|
+$12.1K
|
+1,000
|
+44%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$6.79K
|
+$6.81K
|
+562
|
New
|
|
|
20
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.97K
|
+$6.06K
|
+500
|
New
|
|
|
21
|
FNY Investment Advisers
New York
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.02K
|
–
|
–
|
–
|
|
|
23
|
Buck Wealth Strategies
Denver,
Colorado
|
$2.42K
|
+$2.42K
|
+200
|
New
|
|
|
24
|
GAMMA Investing
Foster City,
California
|
$109
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$12
|
+$12
|
+1
|
New
|
|
