|
1
|
Nuveen
Charlotte,
North Carolina
|
$7.25M
|
–
|
–
|
–
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.26M
|
-$255K
|
-7,400
|
-18%
|
|
|
3
|
|
$759K
|
–
|
–
|
–
|
|
|
4
|
Tower Research Capital (TRC)
New York
|
$660K
|
-$751K
|
-21,810
|
-55%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$534K
|
-$196K
|
-5,698
|
-28%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$490K
|
+$98.6K
|
+2,864
|
+27%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$454K
|
-$34.1K
|
-992
|
-7%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$358K
|
–
|
–
|
–
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$355K
|
-$856K
|
-24,879
|
-72%
|
|
|
10
|
Retirement Capital Strategies
San Jose,
California
|
$343K
|
+$326K
|
+9,462
|
New
|
|
|
11
|
Wealth Architects
Mountain View,
California
|
$311K
|
-$23.8K
|
-690
|
-7%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$300K
|
+$74.8K
|
+2,173
|
+36%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$263K
|
-$66.6K
|
-1,936
|
-21%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$230K
|
-$25.8K
|
-750
|
-11%
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$102K
|
–
|
–
|
–
|
|
|
16
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$29.9K
|
+$28.4K
|
+825
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
|
18
|
Westside Investment Management
Santa Monica,
California
|
$9.97K
|
+$9.47K
|
+275
|
New
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$2.97K
|
+$207
|
+6
|
+8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.39K
|
+$2.27K
|
+66
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$44K
|
-1,278
|
Closed
|
|
|
22
|
|
–
|
-$1.1K
|
-32
|
Closed
|
|
