|
1
|
Nuveen
Charlotte,
North Carolina
|
$7.79M
|
–
|
–
|
–
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.66M
|
+$288K
|
+7,850
|
+23%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
+$545K
|
+14,847
|
+110%
|
|
|
4
|
|
$815K
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$528K
|
+$1.65K
|
+45
|
+0.3%
|
|
|
6
|
Retirement Capital Strategies
San Jose,
California
|
$499K
|
+$59.8K
|
+1,628
|
+15%
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$366K
|
-$404
|
-11
|
-0.1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$333K
|
–
|
–
|
–
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$321K
|
-$35K
|
-954
|
-10%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$283K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$223K
|
+$211K
|
+5,735
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$207K
|
+$195K
|
+5,309
|
New
|
|
|
13
|
Addison Advisors
Middlebury,
Vermont
|
$109K
|
–
|
–
|
–
|
|
|
14
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$32.1K
|
–
|
–
|
–
|
|
|
15
|
Westside Investment Management
Santa Monica,
California
|
$24.3K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$10.7K
|
+$6.61K
|
+180
|
+191%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$3.23K
|
–
|
–
|
–
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
–
|
-$538K
|
-15,271
|
Closed
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
–
|
-$302K
|
-8,573
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$270K
|
-7,678
|
Closed
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$16.6K
|
-470
|
Closed
|
|
