|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$5.67M
|
+$328K
|
+20,310
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$990K
|
+$580K
|
+35,904
|
+147%
|
|
|
3
|
Wolverine Asset Management
Chicago,
Illinois
|
$943K
|
+$880K
|
+54,446
|
+1,854%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$283K
|
+$278K
|
+17,222
|
New
|
|
|
5
|
|
$270K
|
-$99.1K
|
-6,135
|
-27%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$263K
|
-$328K
|
-20,297
|
-56%
|
|
|
7
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$216K
|
+$213K
|
+13,156
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$202K
|
+$1.83K
|
+113
|
+0.9%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$182K
|
–
|
–
|
–
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$181K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$146K
|
+$1.66K
|
+103
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$134K
|
+$29.1K
|
+1,802
|
+28%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$133K
|
+$16
|
+1
|
+0%
|
|
|
14
|
Curi RMB Capital
Chicago,
Illinois
|
$96K
|
+$94.7K
|
+5,863
|
New
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$92K
|
–
|
–
|
–
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$83K
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
18
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$37K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$17K
|
-$4.44K
|
-275
|
-21%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
-$14.2K
|
-878
|
-51%
|
|
|
21
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$5K
|
+$5.38K
|
+333
|
New
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
-$1.89K
|
-117
|
-33%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$61K
|
-3,761
|
Closed
|
|
