|
1
|
Nuveen
Charlotte,
North Carolina
|
$7.04M
|
–
|
–
|
–
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
3
|
|
$737K
|
–
|
–
|
–
|
|
|
4
|
Tower Research Capital (TRC)
New York
|
$538K
|
-$107K
|
-2,927
|
-16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$476K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$474K
|
-$45.5K
|
-1,246
|
-8%
|
|
|
7
|
Retirement Capital Strategies
San Jose,
California
|
$394K
|
+$62.9K
|
+1,720
|
+18%
|
|
|
8
|
3EDGE Asset Management
Naples,
Florida
|
$329K
|
-$13.8K
|
-378
|
-4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$320K
|
+$334K
|
+9,145
|
New
|
|
|
10
|
Wealth Architects
Mountain View,
California
|
$302K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$301K
|
-$48.5K
|
-1,328
|
-13%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270K
|
+$281K
|
+7,678
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$256K
|
+$621
|
+17
|
+0.2%
|
|
|
14
|
Addison Advisors
Middlebury,
Vermont
|
$98.6K
|
–
|
–
|
–
|
|
|
15
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$29.1K
|
–
|
–
|
–
|
|
|
16
|
Westside Investment Management
Santa Monica,
California
|
$22K
|
+$12.8K
|
+350
|
+127%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$16.6K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.31K
|
+$1.02K
|
+28
|
+42%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$2.92K
|
+$37
|
+1
|
+1%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$454K
|
-12,525
|
Closed
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$230K
|
-6,331
|
Closed
|
|
