|
1
|
|
$26.2M
|
+$1.33M
|
+31,281
|
+5%
|
|
|
2
|
|
$1.18M
|
-$560K
|
-13,219
|
-32%
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
$830K
|
-$115K
|
-2,711
|
-12%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$356K
|
+$364K
|
+8,589
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.5K
|
–
|
–
|
–
|
|
|
6
|
|
$33.5K
|
-$8.6K
|
-203
|
-20%
|
|
|
7
|
SOA Wealth Advisors
New York
|
$13.9K
|
+$636
|
+15
|
+5%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$13.9K
|
+$4.92K
|
+116
|
+53%
|
|
|
9
|
Aventura Private Wealth
Aventura,
Florida
|
$5.88K
|
+$6.02K
|
+142
|
New
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$4.17K
|
+$85
|
+2
|
+2%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.94K
|
+$3.01K
|
+71
|
New
|
|
|
12
|
MASECO Private Wealth
London,
|
$2.15K
|
–
|
–
|
–
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.07K
|
–
|
–
|
–
|
|
|
14
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.7K
|
-$42
|
-1
|
-2%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$1.63K
|
–
|
–
|
–
|
|
|
16
|
Silver Grove Financial Group
Orchard Park,
New York
|
$691
|
+$720
|
+17
|
New
|
|
|
17
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$497
|
–
|
–
|
–
|
|
|
18
|
Russell Investments Group
London,
United Kingdom
|
$83
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$41
|
-$847
|
-20
|
-95%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$41
|
+$42
|
+1
|
New
|
|
|
21
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$18
|
-$42
|
-1
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$7.22K
|
-170
|
Closed
|
|
|
23
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$5.33K
|
-125
|
Closed
|
|
|
24
|
Rockefeller Capital Management
New York
|
–
|
-$976
|
-23
|
Closed
|
|
