|
1
|
|
$1.84M
|
+$112K
|
+7,741
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.29M
|
+$127K
|
+8,779
|
+11%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$902K
|
-$571K
|
-39,568
|
-39%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$835K
|
+$123K
|
+8,498
|
+17%
|
|
|
5
|
AJ Wealth Strategies
New York
|
$806K
|
+$185K
|
+12,851
|
+30%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$700K
|
-$9.74K
|
-675
|
-1%
|
|
|
7
|
Moors & Cabot
Boston,
Massachusetts
|
$525K
|
–
|
–
|
–
|
|
|
8
|
Summit Trail Advisors
New York
|
$501K
|
–
|
–
|
–
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$483K
|
+$458K
|
+31,745
|
+2,279%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$424K
|
–
|
–
|
–
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$401K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$381K
|
+$1.9K
|
+132
|
+0.5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$238K
|
+$235K
|
+16,309
|
New
|
|
|
14
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$215K
|
+$101K
|
+6,976
|
+89%
|
|
|
15
|
Bickling Financial Services
Lexington,
Massachusetts
|
$210K
|
+$208K
|
+14,394
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$193K
|
-$476
|
-33
|
-0.2%
|
|
|
17
|
LCM Capital Management
Chicago,
Illinois
|
$170K
|
+$168K
|
+11,624
|
New
|
|
|
18
|
Excalibur Management
Waltham,
Massachusetts
|
$166K
|
–
|
–
|
–
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$111K
|
-$33.2K
|
-2,300
|
-23%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$66K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$29K
|
+$8.41K
|
+583
|
+43%
|
|
|
23
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$12K
|
-$20.2K
|
-1,400
|
-64%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
+$1.44K
|
+100
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$177K
|
-12,656
|
Closed
|
|
