|
1
|
Capital Planning Advisors
Roseville,
California
|
$10.5M
|
-$174K
|
-4,357
|
-2%
|
|
|
2
|
|
$7M
|
+$557K
|
+13,961
|
+9%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.65M
|
+$1.26M
|
+31,608
|
+95%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1M
|
-$1.94M
|
-48,710
|
-66%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$455K
|
-$8.14K
|
-204
|
-2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$358K
|
+$122K
|
+3,049
|
+53%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$302K
|
-$4.19K
|
-105
|
-1%
|
|
|
8
|
New Republic Capital
Charlotte,
North Carolina
|
$292K
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$242K
|
-$23.5K
|
-588
|
-9%
|
|
|
10
|
Lakeside Advisors
Seattle,
Washington
|
$237K
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$229K
|
-$3.51K
|
-88
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$228K
|
-$12.9K
|
-324
|
-5%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$214K
|
-$638
|
-16
|
-0.3%
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$204K
|
+$199K
|
+5,000
|
New
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$89K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$17.5K
|
+$17.1K
|
+428
|
New
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$34.7K
|
-875
|
Closed
|
|
|
18
|
Harbor Investment Advisory
Lutherville,
Maryland
|
–
|
-$12.8K
|
-322
|
Closed
|
|
|
19
|
|
–
|
-$911
|
-23
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$40
|
-1
|
Closed
|
|
