|
1
|
|
$79.4M
|
+$6.09M
|
+162,103
|
+9%
|
|
|
2
|
|
$3.46M
|
-$2.26M
|
-60,163
|
-40%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.93M
|
+$540K
|
+14,380
|
+23%
|
|
|
4
|
|
$476K
|
-$86.4K
|
-2,301
|
-16%
|
|
|
5
|
Fort Point Capital Partners
San Francisco,
California
|
$397K
|
+$388K
|
+10,317
|
New
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$307K
|
+$299K
|
+7,959
|
New
|
|
|
7
|
|
$235K
|
+$18.4K
|
+490
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$111K
|
-$15.3K
|
-407
|
-12%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$15.4K
|
+$15K
|
+400
|
New
|
|
|
10
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$10.3K
|
+$9.95K
|
+265
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.97K
|
-$4.09K
|
-109
|
-51%
|
|
|
12
|
UMB Bank
Kansas City,
Missouri
|
$1.27K
|
+$1.24K
|
+33
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$28
|
-$38
|
-1
|
-50%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$1.59K
|
-46
|
Closed
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$35
|
-1
|
Closed
|
|
