|
1
|
Capital Planning Advisors
Roseville,
California
|
$9.65M
|
-$422K
|
-11,807
|
-4%
|
|
|
2
|
|
$5.35M
|
+$1.3M
|
+36,319
|
+32%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.78M
|
+$4.74M
|
+132,629
|
New
|
|
|
4
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.87M
|
-$2.11K
|
-59
|
-0.1%
|
|
|
5
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$646K
|
-$88.9K
|
-2,487
|
-12%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$457K
|
+$431K
|
+12,054
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$350K
|
-$126K
|
-3,512
|
-27%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$256K
|
-$11.1K
|
-310
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$249K
|
-$6.86K
|
-192
|
-3%
|
|
|
10
|
Lakeside Advisors
Seattle,
Washington
|
$209K
|
+$207K
|
+5,800
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$208K
|
+$206K
|
+5,768
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$200K
|
-$738K
|
-20,648
|
-79%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$184K
|
-$2.64K
|
-74
|
-1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$147K
|
-$12.8K
|
-358
|
-8%
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$79K
|
+$1.39K
|
+39
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$62K
|
-$36
|
-1
|
-0.1%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$31.6K
|
+$31.3K
|
+875
|
New
|
|
|
18
|
|
$830
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$3.5M
|
-106,611
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$991K
|
-30,096
|
Closed
|
|
|
21
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$39K
|
-1,195
|
Closed
|
|
|
22
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
–
|
-$20K
|
-600
|
Closed
|
|
