|
1
|
Bridge Advisory
Pasadena,
California
|
$2.97M
|
+$469K
|
+38,094
|
+16%
|
|
|
2
|
|
$2.09M
|
+$231K
|
+18,768
|
+11%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$1.03M
|
+$1.16M
|
+93,985
|
New
|
|
|
4
|
Wolverine Asset Management
Chicago,
Illinois
|
$678K
|
-$41K
|
-3,333
|
-5%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$518K
|
+$12.3K
|
+1,000
|
+2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$334K
|
-$1.45M
|
-117,825
|
-79%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$243K
|
-$30.8K
|
-2,500
|
-10%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$243K
|
+$5K
|
+406
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$214K
|
-$133K
|
-10,763
|
-35%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$203K
|
–
|
–
|
–
|
|
|
11
|
Landscape Capital Management
Englewood,
New Jersey
|
$186K
|
+$65.1K
|
+5,287
|
+45%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$183K
|
+$206K
|
+16,757
|
New
|
|
|
13
|
|
$162K
|
+$182K
|
+14,772
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$112K
|
-$18.9K
|
-1,538
|
-13%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$112K
|
+$127K
|
+10,312
|
New
|
|
|
16
|
PSI Advisors
Tampa,
Florida
|
$65K
|
-$33.7K
|
-2,737
|
-31%
|
|
|
17
|
City Holding Co
Charleston,
West Virginia
|
$45K
|
–
|
–
|
–
|
|
|
18
|
Rockefeller Capital Management
New York
|
$44K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$21K
|
-$480
|
-39
|
-2%
|
|
|
21
|
Montag & Associates
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$11K
|
+$12.9K
|
+1,048
|
New
|
|
|
23
|
Selective Wealth Management
Forest,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
24
|
FNY Investment Advisers
New York
|
$4K
|
–
|
–
|
–
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$28K
|
-2,290
|
Closed
|
|
