|
1
|
|
$54.8M
|
+$2.86M
|
+57,279
|
+5%
|
|
|
2
|
|
$6.37M
|
+$4.39M
|
+87,888
|
+204%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$392K
|
+$43.9K
|
+879
|
+12%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$263K
|
+$12.9K
|
+258
|
+5%
|
|
|
5
|
|
$140K
|
-$6.09K
|
-122
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.6K
|
+$70.8K
|
+1,418
|
+2,675%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$68.2K
|
+$7.43K
|
+149
|
+12%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.4K
|
–
|
–
|
–
|
|
|
9
|
Rockefeller Capital Management
New York
|
$56.7K
|
+$54.7K
|
+1,097
|
+1,590%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.7K
|
+$19.2K
|
+385
|
New
|
|
|
11
|
Aventura Private Wealth
Aventura,
Florida
|
$8.56K
|
+$8.78K
|
+176
|
New
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.69K
|
+$1.8K
|
+36
|
New
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.61K
|
+$1.55K
|
+31
|
+1,550%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$1.22K
|
–
|
–
|
–
|
|
|
15
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.12K
|
–
|
–
|
–
|
|
|
16
|
Silver Grove Financial Group
Orchard Park,
New York
|
$1.01K
|
+$1.05K
|
+21
|
New
|
|
|
17
|
SOA Wealth Advisors
New York
|
$633
|
+$649
|
+13
|
New
|
|
|
18
|
MASECO Private Wealth
London,
|
$195
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$46
|
-$50
|
-1
|
-50%
|
|
|
20
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$25
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$7.17K
|
-154
|
Closed
|
|
