|
1
|
Capital Planning Advisors
Roseville,
California
|
$10.2M
|
-$633K
|
-16,506
|
-5%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$3.74M
|
-$7.11M
|
-185,311
|
-64%
|
|
|
3
|
|
$2.63M
|
+$1.73M
|
+44,994
|
+156%
|
|
|
4
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.8M
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
+$1.43M
|
+37,373
|
New
|
|
|
6
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$792K
|
-$219K
|
-5,703
|
-20%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$543K
|
+$545K
|
+14,215
|
+1,377%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$532K
|
+$573K
|
+14,936
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$500K
|
-$161K
|
-4,194
|
-23%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$355K
|
-$13.4K
|
-349
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$349K
|
-$3.84K
|
-100
|
-1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$236K
|
-$3.79M
|
-98,729
|
-94%
|
|
|
13
|
Lakeside Advisors
Seattle,
Washington
|
$206K
|
-$44.1K
|
-1,150
|
-17%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
-$27.7K
|
-721
|
-13%
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$76K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$61K
|
–
|
–
|
–
|
|
|
17
|
Raleigh Capital Management
Cary,
North Carolina
|
$46K
|
-$59.7K
|
-1,555
|
-57%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
20
|
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$777K
|
-18,480
|
Closed
|
|
|
22
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$61K
|
-1,462
|
Closed
|
|
