|
1
|
Capital Planning Advisors
Roseville,
California
|
$10.4M
|
-$236K
|
-6,167
|
-2%
|
|
|
2
|
|
$6.25M
|
+$358K
|
+9,364
|
+6%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.9M
|
-$2.27M
|
-59,375
|
-45%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.32M
|
+$1.06M
|
+27,790
|
+500%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$447K
|
-$29.4K
|
-768
|
-6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$297K
|
+$22.8K
|
+596
|
+9%
|
|
|
7
|
New Republic Capital
Charlotte,
North Carolina
|
$284K
|
+$274K
|
+7,164
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$257K
|
-$23.2K
|
-606
|
-9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$234K
|
+$30.9K
|
+806
|
+16%
|
|
|
10
|
Lakeside Advisors
Seattle,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$227K
|
-$1.03K
|
-27
|
-0.5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$226K
|
-$153K
|
-3,996
|
-41%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$208K
|
+$201K
|
+5,261
|
New
|
|
|
14
|
Tradition Wealth Management
Edina,
Minnesota
|
$86K
|
–
|
–
|
–
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$34.7K
|
–
|
–
|
–
|
|
|
16
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$12.8K
|
-$673K
|
-17,577
|
-98%
|
|
|
17
|
|
$911
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$40
|
+$38
|
+1
|
New
|
|
|
19
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$1.87M
|
-50,439
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$147K
|
-4,085
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$62K
|
-1,720
|
Closed
|
|
