|
1
|
Capital Planning Advisors
Roseville,
California
|
$9.19M
|
-$258K
|
-7,086
|
-2%
|
|
|
2
|
|
$3.69M
|
+$1.39M
|
+38,203
|
+52%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.5M
|
+$54.1K
|
+1,487
|
+1%
|
|
|
4
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.69M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$991K
|
+$552K
|
+15,160
|
+101%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$863K
|
-$406K
|
-11,168
|
-30%
|
|
|
7
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$671K
|
-$68.4K
|
-1,879
|
-8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$435K
|
-$30.9K
|
-849
|
-6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$244K
|
-$93K
|
-2,557
|
-26%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$234K
|
-$98.8K
|
-2,714
|
-28%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$170K
|
+$15.7K
|
+431
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$146K
|
-$393K
|
-10,804
|
-71%
|
|
|
13
|
Tradition Wealth Management
Edina,
Minnesota
|
$70K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$57K
|
–
|
–
|
–
|
|
|
15
|
Raleigh Capital Management
Cary,
North Carolina
|
$39K
|
–
|
–
|
–
|
|
|
16
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
17
|
|
$1K
|
-$7.46K
|
-205
|
-90%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$236K
|
-6,645
|
Closed
|
|
|
19
|
Lakeside Advisors
Seattle,
Washington
|
–
|
-$206K
|
-5,800
|
Closed
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$21K
|
-580
|
Closed
|
|
