|
1
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.69M
|
+$172K
|
+6,813
|
+7%
|
|
|
2
|
CX Institutional
Auburn,
Indiana
|
$2.12M
|
+$2.09M
|
+83,045
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
-$65.6K
|
-2,601
|
-5%
|
|
|
4
|
|
$862K
|
+$235K
|
+9,310
|
+38%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$690K
|
-$59K
|
-2,337
|
-8%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$563K
|
-$7.39K
|
-293
|
-1%
|
|
|
7
|
Institute for Wealth Management
Denver,
Colorado
|
$524K
|
-$22.7K
|
-901
|
-4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$487K
|
-$177K
|
-7,006
|
-27%
|
|
|
9
|
|
$375K
|
-$108K
|
-4,292
|
-23%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$370K
|
-$21.3K
|
-846
|
-6%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$315K
|
-$17K
|
-675
|
-5%
|
|
|
12
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$293K
|
+$6.21K
|
+246
|
+2%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$104K
|
+$20.2K
|
+800
|
+24%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$78K
|
–
|
–
|
–
|
|
|
16
|
Weaver Consulting Group
Huntington Beach,
California
|
$77K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71K
|
+$70K
|
+2,773
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
19
|
|
$34K
|
+$14.6K
|
+579
|
+79%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$516K
|
-20,665
|
Closed
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$42K
|
-1,700
|
Closed
|
|
|
22
|
|
–
|
-$37K
|
-1,492
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$25
|
+1
|
New
|
|
