|
1
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4.51M
|
-$232K
|
-6,800
|
-5%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$989K
|
-$186K
|
-5,455
|
-17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$789K
|
+$86.8K
|
+2,549
|
+13%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$699K
|
-$731K
|
-21,470
|
-53%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$453K
|
-$38.5K
|
-1,129
|
-8%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$368K
|
+$346K
|
+10,150
|
New
|
|
|
7
|
|
$338K
|
-$15.1K
|
-444
|
-5%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$317K
|
+$298K
|
+8,750
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$220K
|
+$206K
|
+6,056
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
-$572K
|
-16,800
|
-80%
|
|
|
11
|
Frazier Financial Advisors
Columbus,
Ohio
|
$63.5K
|
–
|
–
|
–
|
|
|
12
|
|
$12.8K
|
+$12K
|
+352
|
New
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.43K
|
+$5.11K
|
+150
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$5.12K
|
+$4.8K
|
+141
|
New
|
|
|
15
|
Abound Wealth Management
Franklin,
Tennessee
|
$799
|
–
|
–
|
–
|
|
|
16
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$544
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$91
|
+$102
|
+3
|
New
|
|
|
18
|
|
–
|
-$674K
|
-20,000
|
Closed
|
|
|
19
|
|
–
|
-$54.9K
|
-1,630
|
Closed
|
|
