|
1
|
LPL Financial
San Diego,
California
|
$3M
|
-$118K
|
-2,610
|
-4%
|
|
|
2
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.17M
|
+$6.86K
|
+152
|
+0.3%
|
|
|
3
|
WealthBridge Capital Management
Westerville,
Ohio
|
$483K
|
-$24.8K
|
-550
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$442K
|
+$337K
|
+7,463
|
+361%
|
|
|
5
|
Fort Point Capital Partners
San Francisco,
California
|
$378K
|
-$44.9K
|
-995
|
-11%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$367K
|
–
|
–
|
–
|
|
|
7
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$344K
|
+$451
|
+10
|
+0.1%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$279K
|
-$26.3K
|
-583
|
-9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$257K
|
+$250K
|
+5,548
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140K
|
+$58.9K
|
+1,305
|
+76%
|
|
|
11
|
Barclays
London,
United Kingdom
|
$43.9K
|
–
|
–
|
–
|
|
|
12
|
Optimum Investment Advisors
Chicago,
Illinois
|
$36K
|
-$11.9K
|
-263
|
-25%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.6K
|
+$12.5K
|
+278
|
+65%
|
|
|
14
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$19.5K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$18.6K
|
–
|
–
|
–
|
|
|
16
|
|
$14.3K
|
-$767
|
-17
|
-5%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$6.5K
|
–
|
–
|
–
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$3.02K
|
+$2.93K
|
+65
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$40
|
-$45
|
-1
|
Closed
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$208K
|
-4,844
|
Closed
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
–
|
-$30K
|
-880
|
Closed
|
|
